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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
601
Waverly Advisors
Alabama
$1.15M +$879K +2,592 +318%
S
602
Sunpointe
Missouri
$1.13M +$896K +2,643 +370%
FFA
603
Farther Finance Advisors
California
$1.12M +$383K +1,130 +52%
QCG
604
Quadrant Capital Group
Ohio
$1.11M +$53.9K +159 +5%
CWP
605
CFM Wealth Partners
Texas
$1.11M +$1.12M +3,292 New
WTC
606
WhitTier Trust Company
Nevada
$1.11M +$12.5K +37 +1%
A
607
Allianz
Germany
$1.1M +$951K +2,806 +603%
APW
608
Atlantic Private Wealth
North Carolina
$1.09M – – –
CCMT
609
CMT Capital Markets Trading
Germany
$1.09M -$788K -2,324 -42%
DC
610
Davenport & Co
Virginia
$1.09M +$96.3K +284 +10%
VFA
611
Valeo Financial Advisors
Indiana
$1.09M -$517K -1,526 -32%
RIA
612
Regal Investment Advisors
Michigan
$1.08M +$103K +304 +10%
S
613
SignatureFD
Georgia
$1.08M +$74.3K +219 +7%
PIA
614
Pinion Investment Advisors
Kansas
$1.08M +$1.03M +3,052 New
MGIA
615
Moneta Group Investment Advisors
Missouri
$1.07M +$22K +65 +2%
AWM
616
Activest Wealth Management
Florida
$1.07M -$5.42K -16 -0.5%
AF
617
Allworth Financial
California
$1.07M -$22.7K -67 -2%
CSA
618
Cottage Street Advisors
Massachusetts
$1.06M – – –
AI
619
AXS Investments
New York
$1.05M +$42.7K +126 +4%
PA
620
Profund Advisors
Maryland
$1.05M +$151K +445 +17%
CPBTD
621
Central Pacific Bank - Trust Division
Hawaii
$1.04M +$78K +230 +8%
CW
622
CreativeOne Wealth
Kansas
$1.03M +$231K +682 +29%
PAS
623
Park Avenue Securities
New York
$1.02M +$1.03M +3,028 New
JFG
624
Jefferies Financial Group
New York
$1.02M +$594K +1,752 +138%
PRS
625
Pinkerton Retirement Specialists
Idaho
$1.02M +$1.02M +3,014 New
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25
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