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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
PSI Advisors
Florida
$84.7K – – –
GEA
702
Glen Eagle Advisors
New Jersey
$82.7K – – –
HWM
703
HighMark Wealth Management
Minnesota
$81.1K – – –
MIM
704
Macroview Investment Management
Maryland
$79.6K -$1.61K -7 -2%
CIA
705
Cape Investment Advisory
Georgia
$78.7K +$3.91K +17 +5%
M
706
MOTCO
Texas
$77.8K – – –
WAG
707
Wiser Advisor Group
Arizona
$76.9K – – –
JEST
708
JTC Employer Solutions Trustee
Jersey
$76K -$743K -3,231 -90%
CFFP
709
Center for Financial Planning
Michigan
$73.8K – – –
CAL
710
Capital Advisors Ltd
Ohio
$72K +$8.51K +37 +13%
GC
711
Gould Capital
Washington
$70.4K +$3.68K +16 +5%
HI
712
Hoey Investments
Pennsylvania
$69.3K – – –
WIM
713
Westside Investment Management
California
$68K – – –
PFBT
714
Parkside Financial Bank & Trust
Missouri
$66.7K +$690 +3 +1%
VWM
715
Valley Wealth Managers
New Jersey
$66.7K +$69K +300 New
A
716
AlphaQuest
New York
$66K +$47.9K +208 +234%
BCPWM
717
Bradley & Co Private Wealth Management
Florida
$63.1K – – –
FCA
718
FinTrust Capital Advisors
South Carolina
$62.7K – – –
VNA
719
Valley National Advisers
Pennsylvania
$61K -$1.15K -5 -2%
QCG
720
Quadrant Capital Group
Ohio
$57.3K -$690 -3 -1%
AW
721
Avion Wealth
Texas
$56K +$55.7K +242 +2,420%
SC
722
Stephens Consulting
Michigan
$55.6K – – –
HFS
723
Hantz Financial Services
Michigan
$54K -$6.44K -28 -10%
TWC
724
TD Waterhouse Canada
Ontario, Canada
$51.4K -$25.3K -110 -33%
GLR
725
Great Lakes Retirement
Ohio
$50.9K +$52.7K +229 New
27 28
29
30 31