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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
626
International Assets Investment Management
Florida
$150K +$168K +840 New
HPC
627
HM Payson & Co
Maine
$147K – – –
GI
628
GAMMA Investing
California
$147K +$4.01K +20 +2%
SAM
629
Smartleaf Asset Management
Massachusetts
$145K +$109K +545 +257%
TFGT
630
TS Financial Group (TSFG)
Illinois
$136K – – –
PS
631
Principal Securities
Iowa
$136K +$61.7K +308 +68%
CA
632
Clearstead Advisors
Ohio
$133K +$801 +4 +0.5%
WBC
633
Westpac Banking Corp
Australia
$129K – – –
SS
634
Sunbelt Securities
Texas
$124K +$28.6K +143 +26%
CPA
635
Capital Performance Advisors
California
$116K +$130K +651 New
HIA
636
Harbor Investment Advisory
Maryland
$114K -$2K -10 -2%
BCV
637
Banque Cantonale Vaudoise
Switzerland
$113K -$10K -50 -7%
IIC
638
Integrated Investment Consultants
Michigan
$113K +$22.6M +112,920 New
OAM
639
Ostrum Asset Management
France
$106K +$1.6K +8 +1%
CFD
640
Creative Financial Designs
Indiana
$106K +$10.2K +51 +9%
CF
641
Centaurus Financial
California
$105K -$13.8K -69 -11%
OC
642
Oakworth Capital
Alabama
$98.3K – – –
LFG
643
Larson Financial Group
Missouri
$94.6K +$200 +1 +0.2%
WSFS
644
Wilmington Savings Fund Society
Delaware
$94.1K +$106K +528 New
FHA
645
First Horizon Advisors
Tennessee
$92.8K -$2.6K -13 -2%
HNB
646
Huntington National Bank
Ohio
$92.1K -$60.7K -303 -37%
AA
647
Alta Advisers
United Kingdom
$89.1K – – –
FG
648
Fairman Group
Pennsylvania
$89.1K – – –
SA
649
SRH Advisors
Kansas
$89.1K – – –
FP
650
Financial Perspectives
Minnesota
$87.8K – – –
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