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Coinbase
COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
HLA
601
Hamilton Lane Advisors
Pennsylvania
– -$376K -5,833 Closed
Brinker Capital Investments
602
Brinker Capital Investments
Pennsylvania
– -$368K -5,712 Closed
Sigma Planning Corp
603
Sigma Planning Corp
Michigan
– -$368K -5,711 Closed
Balyasny Asset Management
604
Balyasny Asset Management
Illinois
– -$368K -5,700 Closed
SCA
605
STALEY CAPITAL ADVISERS
Pennsylvania
– -$348K -5,400 Closed
Truist Financial
606
Truist Financial
North Carolina
– -$270K -5,131 Closed
CIBC World Market
607
CIBC World Market
Ontario, Canada
– -$329K -5,109 Closed
GIM
608
Grassi Investment Management
California
– -$322K -5,000 Closed
Dynamic Advisor Solutions
609
Dynamic Advisor Solutions
Arizona
– -$319K -4,945 Closed
CA
610
CV Advisors
Florida
– -$314K -4,879 Closed
XSC
611
X-Square Capital
Puerto Rico
– -$310K -4,803 Closed
KFGK
612
Keystone Financial Group (Kentucky)
Kentucky
– -$307K -4,763 Closed
CIM
613
CIM Investment Management
Pennsylvania
– -$307K -4,754 Closed
Lincoln National Corp
614
Lincoln National Corp
Pennsylvania
– -$306K -4,739 Closed
Axa
615
Axa
France
– -$304K -4,713 Closed
Franklin Resources
616
Franklin Resources
California
– -$298K -4,616 Closed
ECG
617
EPIQ Capital Group
California
– -$295K -4,582 Closed
NL
618
NWAM LLC
Washington
– -$291K -4,506 Closed
Ethic Inc
619
Ethic Inc
New York
– -$290K -4,491 Closed
ICP
620
Interchange Capital Partners
Pennsylvania
– -$281K -4,361 Closed
Caprock Group
621
Caprock Group
Idaho
– -$279K -4,324 Closed
1IA
622
1834 Investment Advisors
Wisconsin
– -$269K -4,178 Closed
Synovus Financial
623
Synovus Financial
Georgia
– -$267K -4,166 Closed
KPF
624
K2 Principal Fund
Ontario, Canada
– -$218K -4,145 Closed
CBFP
625
Cedar Brook Financial Partners
Ohio
– -$266K -4,129 Closed
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