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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
576
Perennial Investment Advisors
California
$386K +$38.5K +159 +8%
SFI
577
Siemens Fonds Invest
Germany
$385K +$40.9K +169 +8%
HWM
578
HB Wealth Management
Georgia
$379K +$161K +663 +43%
TPWA
579
Twin Peaks Wealth Advisors
California
$378K -$5.57K -23 -1%
PFS
580
Prospera Financial Services
Texas
$376K -$484 -2 -0.1%
SC
581
Savant Capital
Illinois
$374K -$50.1K -207 -9%
CW
582
CreativeOne Wealth
Kansas
$374K +$16K +66 +3%
PCM
583
Palisade Capital Management
New Jersey
$370K +$242K +1,000 +87%
MCA
584
MSH Capital Advisors
Arizona
$368K -$56.2K -232 -10%
IWC
585
Integrated Wealth Concepts
Massachusetts
$365K +$100K +413 +24%
CGIM
586
Cannon Global Investment Management
Florida
$362K +$508K +2,100 New
ORI
587
Oak Ridge Investments
Illinois
$359K +$505K +2,086 New
KWA
588
Kingswood Wealth Advisors
California
$358K +$220K +910 +78%
SA
589
Sage Advisors
Colorado
$358K +$503K +2,078 New
MSFS
590
Main Street Financial Solutions
Pennsylvania
$357K -$110K -456 -18%
CCM
591
Coldstream Capital Management
Washington
$354K +$50.1K +207 +11%
FHA
592
Flagship Harbor Advisors
Massachusetts
$353K +$5.33K +22 +1%
ACS
593
Archford Capital Strategies
Illinois
$353K +$496K +2,050 New
CF
594
Convergence Financial
Missouri
$353K +$2.91K +12 +0.6%
CI
595
Cigna Investments
Connecticut
$352K -$4.6K -19 -0.9%
MLM
596
Mount Lucas Management
Pennsylvania
$351K +$494K +2,040 New
BAM
597
Belpointe Asset Management
Nevada
$350K +$217K +895 +79%
M1FG
598
Mach-1 Financial Group
Arkansas
$348K +$489K +2,020 New
PPA
599
Pacific Point Advisors
California
$344K +$484K +2,000 New
JCM
600
Jacobi Capital Management
Pennsylvania
$340K +$58.8K +243 +14%
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