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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
601
Fedenia Advisers
Wisconsin
$1M +$669K +2,863 New
CPBTD
602
Central Pacific Bank - Trust Division
Hawaii
$1,000K +$538K +2,302 +419%
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$996K -$120K -512 -15%
SEA
604
Stegent Equity Advisors
Texas
$988K +$659K +2,820 New
OIA
605
OneDigital Investment Advisors
Kansas
$988K +$77.4K +331 +13%
SFI
606
Siemens Fonds Invest
Germany
$984K +$134K +574 +26%
AWM
607
Accurate Wealth Management
Florida
$984K +$41.8K +179 +8%
SWP
608
Strategic Wealth Partners
Ohio
$976K +$651K +2,785 New
LOAMU
609
Lombard Odier Asset Management (USA)
New York
$976K +$651K +2,784 New
GCP
610
GSA Capital Partners
United Kingdom
$966K -$51.7K -221 -7%
GAA
611
Global Assets Advisory
Florida
$962K -$905K -3,873 -57%
CL
612
CSS LLC
Illinois
$961K +$408K +1,745 +175%
MCM
613
MAI Capital Management
Ohio
$953K +$57K +244 +10%
FFN
614
Focus Financial Network
Minnesota
$947K +$235K +1,004 +59%
HWM
615
HB Wealth Management
Georgia
$943K +$114K +487 +22%
SAF
616
Smith Anglin Financial
Texas
$940K +$19.9K +85 +3%
DCM
617
Driehaus Capital Management
Illinois
$936K +$35.8K +153 +6%
PCA
618
Pallas Capital Advisors
Massachusetts
$933K +$9.59K +41 +2%
PA
619
Profund Advisors
Maryland
$933K +$622K +2,661 New
EWM
620
Evercore Wealth Management
New York
$932K -$9.35K -40 -1%
LNWWM
621
Laird Norton Wetherby Wealth Management
California
$920K +$614K +2,625 New
FRA
622
Frank Rimerman Advisors
California
$907K +$239K +1,022 +65%
IWC
623
Integrated Wealth Concepts
Massachusetts
$899K +$104K +446 +21%
PIM
624
Plato Investment Management
Australia
$898K -$997K -4,264 -62%
CMI
625
Clare Market Investments
Texas
$894K +$10.5K +45 +2%
23 24
25
26 27