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Coinbase
COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAIMH
551
Central Asset Investments & Management Holdings
Hong Kong
$546K +$558K +2,200 New
PFS
552
Prospera Financial Services
Texas
$543K +$52.8K +208 +11%
TPWA
553
Twin Peaks Wealth Advisors
California
$541K -$75.7K -298 -12%
SCM
554
Stevens Capital Management
Pennsylvania
$540K -$3.97M -15,655 -88%
BC
555
Bridgefront Capital
Texas
$539K -$79K -311 -13%
EH
556
Equitable Holdings
New York
$535K -$49.8K -196 -8%
BCM
557
BluePath Capital Management
Georgia
$534K – – –
SW
558
Simplicity Wealth
New Jersey
$530K +$542K +2,136 New
SFI
559
Siemens Fonds Invest
Germany
$528K +$11.4K +45 +2%
SQA
560
Simon Quick Advisors
New Jersey
$527K +$42.1K +166 +8%
CW
561
CreativeOne Wealth
Kansas
$522K +$534K +2,103 New
FFM
562
Forum Financial Management
Illinois
$518K +$2.29K +9 +0.4%
SW
563
SteelPeak Wealth
California
$518K -$1.35M -5,335 -72%
PIA
564
Perennial Investment Advisors
California
$516K +$148K +584 +39%
BIP
565
Blueprint Investment Partners
North Carolina
$516K +$528K +2,080 New
SPA
566
Sherbrooke Park Advisers
New York
$514K +$526K +2,072 New
CI
567
Cigna Investments
Connecticut
$513K +$3.55K +14 +0.7%
DWM
568
Dakota Wealth Management
Florida
$509K +$520K +2,050 New
KIA
569
KCM Investment Advisors
California
$507K +$518K +2,040 New
CF
570
Convergence Financial
Missouri
$506K -$46.5K -183 -8%
FHA
571
Flagship Harbor Advisors
Massachusetts
$504K +$14.2K +56 +3%
RSWM
572
Robertson Stephens Wealth Management
California
$502K +$2.79K +11 +0.5%
EW
573
Elyxium Wealth
California
$497K +$508K +2,000 New
LP
574
LMR Partners
United Kingdom
$497K +$508K +2,000 New
SMTF
575
Sphera Management Technology Funds
Israel
$497K +$508K +2,000 New
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