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Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
AE Wealth Management
Kansas
$211K -$3.6M -19,995 -96%
AO
677
Allen Operations
New York
$209K +$142K +790 New
Axa
678
Axa
France
$208K +$141K +786 New
PA
679
Procyon Advisors
Connecticut
$207K +$141K +781 New
WWC
680
Waypoint Wealth Counsel
Georgia
$207K +$140K +779 New
PVI
681
Pine Valley Investments
New Jersey
$206K +$140K +777 New
CCG
682
Capital CS Group
California
$205K +$139K +775 New
OWG
683
Oxford Wealth Group
Florida
$205K +$139K +773 New
CC
684
Callan Capital
California
$204K +$139K +770 New
WPP
685
Whalerock Point Partners
Rhode Island
$203K +$138K +765 New
AAS
686
Ameritas Advisory Services
Nebraska
$202K +$143K +796 New
EL
687
EMFO LLC
Florida
$201K +$11.7K +65 +9%
DWT
688
Dorsey & Whitney Trust
South Dakota
$201K +$137K +759 New
GKWIM
689
Gerber Kawasaki Wealth & Investment Management
California
$201K +$137K +759 New
BSW
690
Buckingham Strategic Wealth
Missouri
$200K +$136K +755 New
CI Investments Inc
691
CI Investments Inc
Ontario, Canada
$200K -$21.8K -121 -14%
GLI
692
Guardian Life Insurance
New York
$199K +$135K +752 New
IGWM
693
ICA Group Wealth Management
Colorado
$199K -$9.9K -55 -7%
GFP
694
Gryphon Financial Partners
Ohio
$198K +$134K +745 New
BCV
695
Banque Cantonale Vaudoise
Switzerland
$192K -$38.9K -216 -23%
SAM
696
Shell Asset Management
Netherlands
$190K +$154K +853 New
EWA
697
EverSource Wealth Advisors
Alabama
$189K -$540 -3 -0.3%
RG
698
Retirement Group
California
$187K +$62.1K +345 +96%
FIM
699
Fernwood Investment Management
Massachusetts
$187K +$127K +705 New
HNB
700
Huntington National Bank
Ohio
$181K +$77.9K +433 +174%