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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
701
Wilmington Savings Fund Society
Delaware
$278K +$16.6K +92 +5%
TWPM
702
Total Wealth Planning & Management
Florida
$278K +$343K +1,899 New
HCC
703
Hirtle Callaghan & Co
Pennsylvania
$277K – – –
AWM
704
Apollon Wealth Management
South Carolina
$274K -$166K -922 -33%
SWP
705
Strategic Wealth Partners
Ohio
$273K -$31.4K -174 -9%
PA
706
Profund Advisors
Maryland
$273K -$10.1K -56 -3%
MWM
707
Maridea Wealth Management
New York
$271K -$1.08K -6 -0.3%
AA
708
ALPS Advisors
Colorado
$269K +$333K +1,842 New
EW
709
Expressive Wealth
Illinois
$269K -$4.15K -23 -1%
SPC
710
Spirepoint Private Client
Florida
$269K -$78.9K -437 -19%
EWA
711
EverSource Wealth Advisors
Alabama
$267K -$15.7K -87 -5%
CAG
712
Crestwood Advisors Group
Massachusetts
$265K -$61K -338 -16%
WW
713
Waterfront Wealth
Kansas
$263K +$82.1K +455 +38%
VWA
714
Visionary Wealth Advisors
Illinois
$262K +$12.3K +68 +4%
IAIM
715
International Assets Investment Management
Florida
$261K -$2.35K -13 -0.8%
C
716
Certuity
Florida
$261K +$85K +471 +36%
TCA
717
Transcend Capital Advisors
New Jersey
$259K -$178K -987 -36%
KWS
718
Keystone Wealth Services
California
$259K -$20K -111 -6%
B
719
Bensler
Washington
$257K -$542 -3 -0.2%
OIAM
720
OFI Invest Asset Management
France
$252K +$356K +1,972 New
KFP
721
Kerr Financial Planning
California
$250K -$8.3K -46 -3%
PS
722
Principal Securities
Iowa
$250K +$40.3K +223 +15%
PF
723
Phoenix Financial
Israel
$250K -$179K -993 -37%
WW
724
Westshore Wealth
California
$249K +$1.8K +10 +0.6%
EA
725
Emerald Advisers
Pennsylvania
$249K – – –
27 28
29
30 31