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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
626
FourThought Financial
Florida
$43K +$1.95K +10 +5%
PWC
627
PYA Waltman Capital
Tennessee
$43K +$9.18K +47 +26%
BWL
628
Bogart Wealth LLC
Virginia
$43K +$44.7K +229 New
AFG
629
Albion Financial Group
Utah
$39K – – –
SA
630
SRH Advisors
Kansas
$38K – – –
UB
631
UMB Bank
Missouri
$37K -$19.5K -100 -34%
NSIM
632
North Star Investment Management
Illinois
$35K +$2.93K +15 +9%
EIP
633
Ellis Investment Partners
Pennsylvania
$34K +$2.74K +14 +8%
AWM
634
Avior Wealth Management
Nebraska
$34K +$10.7K +55 +43%
CFFP
635
Center for Financial Planning
Michigan
$33K -$1.17K -6 -3%
RA
636
Rational Advisors
New York
$32K +$15.2K +78 +88%
UIA
637
Ulland Investment Advisors
Minnesota
$31K +$5.86K +30 +22%
CWM
638
CarsonAllaria Wealth Management
Illinois
$30K -$4.69K -24 -13%
FMP
639
Financial Management Professionals
Texas
$30K – – –
PFBT
640
Parkside Financial Bank & Trust
Missouri
$29K +$14.5K +74 +93%
AA
641
Addison Advisors
Vermont
$28K – – –
CFD
642
Creative Financial Designs
Indiana
$28K +$29.3K +150 New
WR
643
WD Rutherford
Oregon
$28K +$29.3K +150 New
CFGS
644
Concourse Financial Group Securities
Alabama
$27K -$14.3K -73 -34%
BDWM
645
Brewin Dolphin Wealth Management
Ireland
$26K -$229K -1,174 -90%
SCA
646
Sandy Cove Advisors
Massachusetts
$26K – – –
GCS
647
Gordian Capital (Singapore)
Singapore
$25K – – –
QC
648
Quent Capital
New York
$25K +$25.8K +132 New
KIG
649
Kessler Investment Group
Indiana
$24K – – –
DWA
650
Delos Wealth Advisors
Texas
$24K +$24.6K +126 New
24 25
26
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