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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
P
576
&Partners
Tennessee
$1.1M +$48.6K +208 +7%
SPW
577
Surience Private Wealth
Washington
$1.1M +$150K +641 +26%
MA
578
Mutual Advisors
Nebraska
$1.09M -$257K -1,099 -28%
CSA
579
Cottage Street Advisors
Massachusetts
$1.09M -$210K -900 -22%
MGIA
580
Moneta Group Investment Advisors
Missouri
$1.09M +$36.9K +158 +5%
NFSG
581
Newbridge Financial Services Group
Florida
$1.08M +$363K +1,552 +101%
KWM
582
Kingsview Wealth Management
Oregon
$1.08M +$318K +1,359 +79%
EFM
583
E Fund Management
China
$1.08M +$718K +3,071 New
GSEP
584
Golden State Equity Partners
California
$1.07M +$24.3K +104 +4%
CWM
585
Circle Wealth Management
New Jersey
$1.07M +$384K +1,642 +116%
WS
586
Wedbush Securities
California
$1.06M -$106K -452 -13%
XSC
587
X-Square Capital
Puerto Rico
$1.06M +$33.2K +142 +5%
S
588
SignatureFD
Georgia
$1.05M -$57.5K -246 -8%
AI
589
AXS Investments
New York
$1.05M +$84.4K +361 +14%
SCM
590
SCS Capital Management
Massachusetts
$1.04M +$76.7K +328 +12%
BRWA
591
B. Riley Wealth Advisors
Florida
$1.04M +$692K +2,959 New
DC
592
Davenport & Co
Virginia
$1.03M -$33.2K -142 -5%
SAM
593
Shell Asset Management
Netherlands
$1.02M +$375K +1,605 +122%
RIA
594
Regal Investment Advisors
Michigan
$1.02M +$19.6K +84 +3%
MSFS
595
Main Street Financial Solutions
Pennsylvania
$1.02M +$194K +831 +40%
PFPT
596
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.02M +$2.1K +9 +0.3%
CA
597
CoreCap Advisors
Michigan
$1.01M +$424K +1,814 +169%
VBFG
598
Vishria Bird Financial Group
Tennessee
$1.01M – – –
WTC
599
WhitTier Trust Company
Nevada
$1.01M -$81.6K -349 -11%
ICP
600
Interchange Capital Partners
Pennsylvania
$1.01M -$40.4K -173 -6%
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