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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 – – –
Horizon Investments
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
Bogart Wealth LLC
563
Bogart Wealth LLC
Virginia
$1.79K – – –
EAM
564
Eukles Asset Management
Ohio
$1.79K – – –
TD Private Client Wealth
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 – – –
Washington Trust
572
Washington Trust
Rhode Island
$1.43K -$44.7K -750 -97%
Bartlett & Co Wealth Management
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 – – –