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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
701
Salem Investment Counselors
North Carolina
$33.1K +$401 +2 +1%
OWP
702
ORG Wealth Partners
Texas
$32.2K +$36.3K +181 New
CCC
703
Chelsea Counsel Company
California
$30.3K – – –
PP
704
Paloma Partners
Connecticut
$28.7K -$68.5K -342 -68%
RTC
705
Riverview Trust Company
Washington
$28.7K – – –
FMP
706
Financial Management Professionals
Texas
$28K – – –
BC
707
Barrett & Company
Rhode Island
$26.7K – – –
NB
708
NBT Bank
New York
$26.7K – – –
SCM
709
Silvant Capital Management
Georgia
$26.7K – – –
SOAMC
710
Spirit of America Management Corp
New York
$26.7K – – –
PAI
711
Pittenger & Anderson Inc
Nebraska
$26.5K – – –
AAP
712
Arax Advisory Partners
Colorado
$26K -$4.41K -22 -13%
VCM
713
Versant Capital Management
Arizona
$25.7K +$2.2K +11 +8%
PWMG
714
Private Wealth Management Group
New Jersey
$25.5K – – –
SWM
715
Sugarloaf Wealth Management
Georgia
$24.9K – – –
AA
716
AlphaMark Advisors
Kentucky
$24K -$5.01K -25 -16%
MCM
717
Manchester Capital Management
Vermont
$23.3K – – –
CWM
718
CarsonAllaria Wealth Management
Illinois
$23K +$14.4K +72 +126%
PTC
719
Private Trust Company
Ohio
$22.8K – – –
AFG
720
Albion Financial Group
Utah
$22.4K – – –
HWP
721
Highline Wealth Partners
California
$22.4K – – –
QL
722
Quarry LP
New York
$20.8K -$83.1K -415 -78%
EC
723
Elequin Capital
New York
$20.7K +$23.2K +116 New
LIS
724
Legacy Investment Solutions
Idaho
$20.2K +$14.2K +71 New
LWMI
725
Legacy Wealth Management (Idaho)
Idaho
$20.2K +$14.2K +71 New
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