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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
601
OneDigital Investment Advisors
Kansas
$420K +$140K +551 +48%
WTC
602
WhitTier Trust Company
Nevada
$420K – – –
PCP
603
Proficio Capital Partners
Massachusetts
$418K +$82.5K +325 +24%
AWA
604
Arkadios Wealth Advisors
Georgia
$411K -$304K -1,196 -42%
OWG
605
Oxford Wealth Group
Florida
$408K +$418K +1,645 New
BFG
606
Berger Financial Group
Minnesota
$403K -$17.5K -69 -4%
MCIA
607
Mountain Capital Investment Advisors
Colorado
$396K – – –
LWM
608
Laidlaw Wealth Management
New York
$394K -$33.5K -132 -8%
HH
609
Hilltop Holdings
Texas
$391K +$400K +1,575 New
JAM
610
Jupiter Asset Management
United Kingdom
$390K +$399K +1,570 New
PCIA
611
Prime Capital Investment Advisors
Kansas
$387K +$64K +252 +19%
PI
612
PineBridge Investments
New York
$386K – – –
HWM
613
HB Wealth Management
Georgia
$382K +$69K +272 +21%
FRA
614
Frank Rimerman Advisors
California
$380K +$8.38K +33 +2%
GT
615
Greenleaf Trust
Michigan
$379K +$26.7K +105 +7%
RWM
616
Ritholtz Wealth Management
New York
$369K +$378K +1,488 New
CAWM
617
Capital Advisors Wealth Management
Washington
$365K +$11.4K +45 +3%
DC
618
DeDora Capital
California
$362K -$20.1K -79 -5%
ECG
619
Edge Capital Group
Georgia
$362K +$40.9K +161 +12%
MMA
620
Miracle Mile Advisors
California
$360K +$17.5K +69 +5%
RWB
621
RMR Wealth Builders
New Jersey
$358K -$1.01K -4 -0.3%
JWM
622
Jeppson Wealth Management
California
$358K -$1.01K -4 -0.3%
SCP
623
Silverleafe Capital Partners
Tennessee
$358K +$366K +1,440 New
WP
624
Westmount Partners
California
$357K -$7.11K -28 -2%
CWM
625
Circle Wealth Management
New Jersey
$353K – – –
23 24
25
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