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Coinbase
COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$385K +$105K +533 +32%
CAMG
702
CWA Asset Management Group
Florida
$380K -$57.3K -291 -12%
DC
703
DeDora Capital
California
$378K +$30.7K +156 +8%
WP
704
Westmount Partners
California
$377K +$110K +561 +35%
CAG
705
Crestwood Advisors Group
Massachusetts
$375K +$164K +835 +64%
JAM
706
Jupiter Asset Management
United Kingdom
$375K +$113K +575 +37%
A
707
Allianz
Germany
$374K +$138K +703 +49%
OIA
708
OneDigital Investment Advisors
Kansas
$374K -$231K -1,173 -35%
CI
709
Cigna Investments
Connecticut
$372K – – –
BW
710
BIP Wealth
Georgia
$371K -$122K -618 -23%
VRS
711
Virginia Retirement Systems
Virginia
$370K -$1.11M -5,640 -73%
CMI
712
Clare Market Investments
Texas
$369K +$416K +2,114 New
EW
713
Expressive Wealth
Illinois
$369K +$367K +1,862 New
EFG
714
Everhart Financial Group
Ohio
$368K -$32.5K -165 -7%
WPW
715
Watershed Private Wealth
Illinois
$367K +$186K +945 +82%
RWB
716
RMR Wealth Builders
New Jersey
$364K +$53.7K +273 +15%
AWA
717
Aaron Wealth Advisors
Illinois
$364K +$132K +669 +47%
JWM
718
Jeppson Wealth Management
California
$359K +$35K +178 +9%
SWP
719
Strategic Wealth Partners
Ohio
$357K +$32.1K +163 +9%
AWM
720
Avior Wealth Management
Nebraska
$356K -$8.46K -43 -2%
VSQM
721
V-Square Quantitative Management
Illinois
$356K +$89.2K +453 +29%
JCM
722
Jacobi Capital Management
Pennsylvania
$355K +$5.12K +26 +1%
JSSH
723
J. Safra Sarasin Holding
$354K -$9.31M -47,304 -96%
QA
724
Quattro Advisors
Pennsylvania
$353K +$161K +818 +68%
LOAMS
725
Lombard Odier Asset Management (Switzerland)
Switzerland
$353K +$397K +2,019 New
27 28
29
30 31