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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
701
Centaurus Financial
California
$723K +$340K +1,004 +88%
ACS
702
Archford Capital Strategies
Illinois
$720K -$3.73K -11 -0.5%
PPA
703
Pilgrim Partners Asia
Singapore
$720K +$723K +2,133 New
LJCM
704
Lee Johnson Capital Management
Texas
$720K +$54.9K +162 +8%
WWM
705
Western Wealth Management
Colorado
$719K +$157K +462 +28%
CWM
706
Calamos Wealth Management
Illinois
$714K +$717K +2,116 New
FAM
707
Formidable Asset Management
Ohio
$711K +$173K +509 +33%
BCV
708
Banque Cantonale Vaudoise
Switzerland
$711K +$4.07K +12 +0.6%
ORI
709
Oak Ridge Investments
Illinois
$708K +$1.7K +5 +0.2%
UWS
710
Unique Wealth Strategies
Illinois
$704K +$708K +2,087 New
PIM
711
Plato Investment Management
Australia
$703K -$160K -472 -18%
EGM
712
Engineers Gate Manager
New York
$703K +$512K +1,511 +264%
AIP
713
Ameritas Investment Partners
Nebraska
$696K +$22.4K +66 +3%
SFS
714
Sowell Financial Services
Arkansas
$695K +$261K +769 +60%
CF
715
Convergence Financial
Missouri
$692K – – –
SPC
716
Sigma Planning Corp
Michigan
$688K +$63.7K +188 +10%
CCC
717
Chesapeake Capital Corp
Florida
$683K +$686K +2,023 New
DAS
718
Dynamic Advisor Solutions
Arizona
$680K +$344K +1,016 +102%
CI
719
Cigna Investments
Connecticut
$677K -$7.12K -21 -1%
MMA
720
Miracle Mile Advisors
California
$677K +$51.9K +153 +8%
SAM
721
Shell Asset Management
Netherlands
$675K -$313K -922 -32%
SDIC
722
South Dakota Investment Council
South Dakota
$675K -$67.8K -200 -9%
CCI
723
Credit Capital Investments
New Jersey
$675K – – –
AAM
724
Azzad Asset Management
Virginia
$672K -$26.1K -77 -4%
OF
725
Outfitter Financial
Maine
$672K +$675K +1,990 New
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