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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
701
Welch Group
Alabama
$256K +$254K +1,000 New
SAM
702
SP Asset Management
California
$255K +$261K +1,028 New
WMWM
703
Whitaker-Myers Wealth Managers
Ohio
$254K +$259K +1,022 New
SAM
704
Smartleaf Asset Management
Massachusetts
$254K +$59.9K +236 +31%
MSCM
705
McElhenny Sheffield Capital Management
Texas
$252K +$258K +1,016 New
ML
706
McAdam LLC
Pennsylvania
$251K +$256K +1,010 New
FCM
707
Firsthand Capital Management
California
$248K +$254K +1,000 New
TL
708
Tradewinds LLC
North Carolina
$245K +$233K +919 New
AIP
709
Almanack Investment Partners
Pennsylvania
$241K +$247K +972 New
IAN
710
Integrated Advisors Network
Texas
$240K -$254K -1,001 -51%
AWM
711
Avior Wealth Management
Nebraska
$240K +$17.8K +70 +8%
FFA
712
Farther Finance Advisors
California
$239K +$10.2K +40 +4%
LFA
713
Lauterbach Financial Advisors
Texas
$239K +$244K +963 New
TSMHT
714
Thurston Springer Miller Herd & Titak
Indiana
$238K – – –
NFG
715
Nations Financial Group
Iowa
$236K +$241K +951 New
QC
716
Quantessence Capital
New York
$236K +$241K +950 New
PL
717
Plancorp LLC
Missouri
$236K +$241K +949 New
VSQM
718
V-Square Quantitative Management
Illinois
$235K +$154K +608 +196%
M
719
MATAURO
New York
$235K +$240K +946 New
EFG
720
Everhart Financial Group
Ohio
$234K +$240K +944 New
CAG
721
Csenge Advisory Group
Florida
$234K +$239K +943 New
FHC
722
First Heartland Consultants
Missouri
$233K +$238K +939 New
AFM
723
Armstrong Fleming & Moore
District of Columbia
$233K +$238K +938 New
RFA
724
Reyes Financial Architecture
California
$232K +$237K +933 New
SBF
725
Sara-Bay Financial
Florida
$230K +$228K +900 New
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