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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
ASFA
576
All Season Financial Advisors
Colorado
$284K +$328K +1,127 New
PIA
577
Perennial Investment Advisors
California
$282K +$32K +110 +11%
AHC
578
Adell Harriman & Carpenter
Texas
$281K -$11K -38 -3%
MCCP
579
Mission Creek Capital Partners
California
$280K -$5.59M -19,229 -95%
MW
580
Marcum Wealth
Ohio
$279K -$25.6K -88 -7%
KFGK
581
Keystone Financial Group (Kentucky)
Kentucky
$278K +$320K +1,102 New
HCM
582
Harvey Capital Management
Florida
$277K +$320K +1,100 New
HI
583
Harbour Investments
Wisconsin
$276K -$614K -2,111 -66%
PWS
584
Precision Wealth Strategies
Missouri
$276K +$4.36K +15 +1%
SWM
585
Silverlake Wealth Management
Vermont
$275K +$317K +1,090 New
PFO
586
Pathstone Family Office
New Jersey
$274K -$45.6K -157 -13%
FFA
587
First Foundation Advisors
California
$271K -$14.5K -50 -4%
6F
588
626 Financial
Michigan
$271K +$312K +1,073 New
CAP
589
Columbia Advisory Partners
Washington
$269K +$310K +1,066 New
LIM
590
Leavell Investment Management
Alabama
$268K +$308K +1,061 New
TC
591
Telemus Capital
Michigan
$268K +$308K +1,061 New
JIP
592
Jaffetilchin Investment Partners
Florida
$267K +$51.5K +177 +20%
PWP
593
Principle Wealth Partners
Connecticut
$267K +$307K +1,056 New
ECM
594
EagleClaw Capital Management
Massachusetts
$266K – – –
PPW
595
Pinnacle Private Wealth
Massachusetts
$265K +$306K +1,051 New
MIM
596
Merrion Investment Management
New Jersey
$263K – – –
TI
597
Truepoint Inc
Ohio
$262K +$11.3K +39 +4%
CWP
598
Concord Wealth Partners
Virginia
$262K +$227K +780 +302%
DC
599
Davenport & Co
Virginia
$261K -$19.2K -66 -6%
ARC
600
Advisor Resource Council
Texas
$261K +$301K +1,034 New
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