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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
601
EPIQ Capital Group
California
$270K – – –
PCIA
602
Prime Capital Investment Advisors
Kansas
$267K -$98.3K -427 -26%
II
603
Inspire Investing
Idaho
$265K -$112K -485 -29%
MMA
604
Miracle Mile Advisors
California
$260K -$460 -2 -0.2%
SC
605
Scotia Capital
Ontario, Canada
$259K -$116K -504 -30%
RWM
606
Rockline Wealth Management
New York
$257K – – –
CCM
607
Chickasaw Capital Management
Tennessee
$257K – – –
CF
608
Crosspoint Financial
California
$256K – – –
PI
609
PFG Investments
New York
$256K +$74.1K +322 +39%
HCM
610
Harvey Capital Management
Florida
$256K – – –
WPW
611
Watershed Private Wealth
Illinois
$255K – – –
CWM
612
Cranbrook Wealth Management
Michigan
$254K – – –
GRP
613
Global Retirement Partners
California
$253K -$116K -506 -31%
SI
614
Stephens Inc
Arkansas
$249K +$15.9K +69 +7%
OIA
615
OneDigital Investment Advisors
Kansas
$248K -$8.05K -35 -3%
P
616
&Partners
Tennessee
$247K +$256K +1,113 New
AA
617
Axiom Advisory
California
$246K +$246K +1,071 New
BAM
618
Belpointe Asset Management
Nevada
$245K +$254K +1,104 New
CIA
619
Capital Investment Advisors
Georgia
$245K -$460 -2 -0.2%
WWM
620
Western Wealth Management
Colorado
$242K -$1.15K -5 -0.5%
TCM
621
Teza Capital Management
Illinois
$240K -$7.82K -34 -3%
BFA
622
Bill Few Associates
Pennsylvania
$239K +$35.9K +156 +17%
BC
623
Belmont Capital
California
$238K -$230K -1,000 -48%
WANY
624
Wealthspire Advisors (New York)
New York
$237K -$1.19M -5,193 -83%
AFAS
625
Acorn Financial Advisory Services
Virginia
$236K -$1.38K -6 -0.6%
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