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Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
551
Asset Dedication LLC
California
$2K -$1.52K -18 -41%
BC
552
Bartlett & Co
Ohio
$2K
CAM
553
Close Asset Management
United Kingdom
$2K +$2.53K +30 New
NS
554
NBC Securities
Alabama
$2K +$3.03K +36 New
BWL
555
Bogart Wealth LLC
Virginia
$1.88K
EAM
556
Eukles Asset Management
Ohio
$1.88K
OCM
557
Orion Capital Management
California
$1.88K +$2.11K +25 New
IAS
558
IMA Advisory Services
Colorado
$1.8K
TFM
559
TFC Financial Management
Massachusetts
$1.73K
JWA
560
JFS Wealth Advisors
Pennsylvania
$1.73K +$1.1K +13 +130%
WWP
561
WR Wealth Planners
Missouri
$1.65K -$2.7K -32 -59%
IFAM
562
Institutional & Family Asset Management
Colorado
$1.58K
BCWM
563
Bartlett & Co Wealth Management
Ohio
$1.5K
GWMIA
564
Global Wealth Management Investment Advisory
Florida
$1.5K
TIM
565
Tortoise Investment Management
New York
$1.5K
WT
566
Washington Trust
Rhode Island
$1.5K
QPBE
567
Quintet Private Bank (Europe)
Luxembourg
$1.5K +$169 +2 +11%
BAM
568
Bellevue Asset Management
Washington
$1.5K -$843 -10 -33%
CFGS
569
Concourse Financial Group Securities
Alabama
$1.5K
PWMG
570
Prestige Wealth Management Group
New Jersey
$1.43K
BCMLT
571
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36K
LF
572
Lee Financial
Texas
$1.35K
AA
573
Ancora Advisors
Ohio
$1.35K
VAG
574
VisionPoint Advisory Group
Texas
$1.28K +$1.43K +17 New
BFA
575
BBJS Financial Advisors
Washington
$1.13K