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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
651
Plan Group Financial
Oklahoma
$347K -$112K -623 -21%
GAM
652
Gotham Asset Management
New York
$347K -$1.35M -7,506 -76%
BIA
653
Beacon Investment Advisors
Maryland
$347K – – –
TL
654
Tradewinds LLC
North Carolina
$344K +$2.7M +14,978 +1,262%
BBP
655
Banco BTG Pactual
Brazil
$344K – – –
JWM
656
Jeppson Wealth Management
California
$343K +$52.9K +293 +14%
RWB
657
RMR Wealth Builders
New Jersey
$343K +$47.1K +261 +13%
ERSOT
658
Employees Retirement System of Texas
Texas
$334K – – –
KFGK
659
Keystone Financial Group (Kentucky)
Kentucky
$333K -$67.3K -373 -14%
QPWM
660
Quadrant Private Wealth Management
Pennsylvania
$332K -$58.3K -323 -12%
AF
661
Allworth Financial
California
$330K -$271K -1,501 -40%
VSQM
662
V-Square Quantitative Management
Illinois
$329K +$37.9K +210 +10%
ACS
663
Archford Capital Strategies
Illinois
$326K – – –
WEG
664
World Equity Group
Illinois
$323K -$298K -1,649 -43%
AWC
665
Abundance Wealth Counselors
Pennsylvania
$322K +$397K +2,200 New
MOS
666
MGO One Seven
Ohio
$321K -$99.3K -550 -20%
PLFS
667
Provident Living Financial Services
Utah
$320K +$74.9K +415 +23%
BRWA
668
B. Riley Wealth Advisors
Florida
$315K -$183K -1,015 -33%
FTWA
669
Fifth Third Wealth Advisors
Ohio
$314K -$16.2K -90 -4%
JAM
670
Jupiter Asset Management
United Kingdom
$314K – – –
AWA
671
Aaron Wealth Advisors
Illinois
$313K +$10.7K +59 +3%
AWM
672
Avior Wealth Management
Nebraska
$312K +$16.4K +91 +4%
A
673
Allianz
Germany
$307K -$8.12K -45 -2%
WG
674
WMS Group
Louisiana
$306K +$377K +2,090 New
CWA
675
Cura Wealth Advisors
Illinois
$305K -$113K -626 -23%
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