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Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
551
Elevation Wealth Partners
California
$2.29K
CWAF
552
Core Wealth Advisors (Florida)
Florida
$2.22K
SCA
553
Stonebridge Capital Advisors
Minnesota
$2.22K
MFG
554
Mendota Financial Group
Wisconsin
$2.15K -$298 -5 -14%
OA
555
Operose Advisors
Wisconsin
$2.15K
DCBT
556
Dakota Community Bank & Trust
North Dakota
$2.15K +$1.79K +30 New
BAM
557
Bellevue Asset Management
Washington
$2.15K
HI
558
Horizon Investments
North Carolina
$2.15K +$1.79K +30 New
IRC
559
Investors Research Corp
Georgia
$2.08K
KFI
560
Key Financial Inc
Pennsylvania
$2K +$1.67K +28 New
EWM
561
Endurance Wealth Management
Rhode Island
$2K
CPG
562
Cornerstone Planning Group
New Jersey
$1.93K +$1.61K +27 New
BWL
563
Bogart Wealth LLC
Virginia
$1.79K
EAM
564
Eukles Asset Management
Ohio
$1.79K
TPCW
565
TD Private Client Wealth
New York
$1.79K +$1.49K +25 New
TCM
566
TD Capital Management
Tennessee
$1.76K
IAS
567
IMA Advisory Services
Colorado
$1.72K
TFM
568
TFC Financial Management
Massachusetts
$1.65K
IFAM
569
Institutional & Family Asset Management
Colorado
$1.5K
PMFA
570
Plante Moran Financial Advisors
Michigan
$1.5K
SSB
571
Sandy Spring Bank
Maryland
$1.43K
WT
572
Washington Trust
Rhode Island
$1.43K -$44.7K -750 -97%
BCWM
573
Bartlett & Co Wealth Management
Ohio
$1.43K
CFGS
574
Concourse Financial Group Securities
Alabama
$1.43K
TIM
575
Tortoise Investment Management
New York
$1.43K