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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
TG
601
TCW Group
California
$803K +$1.06M +3,551 New
IIA
602
IPG Investment Advisors
California
$801K +$496K +1,663 +88%
PIA
603
Pinion Investment Advisors
Kansas
$799K +$143K +481 +16%
RIA
604
Regal Investment Advisors
Michigan
$796K +$90.9K +305 +9%
VA
605
VestGen Advisors
Illinois
$794K +$760K +2,551 +265%
MASM
606
MH & Associates Securities Management
California
$784K +$1.03M +3,466 New
PD
607
Planning Directions
Pennsylvania
$775K – – –
KWM
608
Kingsview Wealth Management
Oregon
$767K +$125K +421 +14%
MYIA
609
Mount Yale Investment Advisors
Colorado
$767K -$386K -1,295 -28%
WS
610
Wedbush Securities
California
$763K +$129K +432 +15%
AWM
611
Activest Wealth Management
Florida
$762K +$62.3K +209 +7%
AGC
612
Aspen Grove Capital
Colorado
$762K -$15.2K -51 -1%
MM
613
Meridian Management
Arkansas
$756K -$81.3K -273 -8%
PAS
614
Park Avenue Securities
New York
$756K +$94.2K +316 +10%
OIA
615
OneDigital Investment Advisors
Kansas
$749K +$198K +664 +25%
PCM
616
Polymer Capital Management
New York
$744K -$3.9M -13,072 -80%
APW
617
Atlantic Private Wealth
North Carolina
$742K +$14.9K +50 +2%
DC
618
Davenport & Co
Virginia
$734K +$6.56K +22 +0.7%
WAP
619
Wealthcare Advisory Partners
Pennsylvania
$728K -$239K -801 -20%
PIC
620
Portland Investment Counsel
Ontario, Canada
$727K +$480K +1,611 +106%
MGIA
621
Moneta Group Investment Advisors
Missouri
$721K +$4.17K +14 +0.4%
EW
622
Elyxium Wealth
California
$719K +$473K +1,588 +100%
AI
623
AXS Investments
New York
$714K +$13.4K +45 +1%
AF
624
Avanza Fonder
Sweden
$710K +$936K +3,141 New
AF
625
Allworth Financial
California
$709K -$6.85K -23 -0.7%
23 24
25
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