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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
726
TrueWealth Advisors
Alabama
$671K +$674K +1,989 New
JCM
727
Jacobi Capital Management
Pennsylvania
$670K +$8.82K +26 +1%
MYLI
728
Meiji Yasuda Life Insurance
Japan
$665K +$668K +1,970 New
SWP
729
Sagespring Wealth Partners
Tennessee
$660K +$62K +183 +10%
AC
730
AlphaCore Capital
California
$658K +$78.3K +231 +13%
NWAG
731
Net Worth Advisory Group
Utah
$657K -$80.7K -238 -11%
WP
732
Westmount Partners
California
$656K +$88.5K +261 +16%
MFA
733
Mayflower Financial Advisors
Massachusetts
$650K +$7.12K +21 +1%
AFP
734
Ausdal Financial Partners
Iowa
$647K +$223K +657 +52%
P8IP
735
Pier 88 Investment Partners
California
$645K -$519K -1,530 -44%
DT
736
Diversified Trust
Tennessee
$640K -$131K -386 -17%
IIA
737
IPG Investment Advisors
California
$635K -$716K -2,111 -53%
PCIG
738
Partners Capital Investment Group
Massachusetts
$627K – – –
CMANY
739
Capital Management Associates (New York)
New York
$624K +$627K +1,850 New
SAM
740
Smartleaf Asset Management
Massachusetts
$621K +$301K +888 +91%
ZBNA
741
Zions Bancorporation, National Association
Utah
$620K +$558K +1,647 +867%
SWP
742
Strategic Wealth Partners
Ohio
$617K -$324K -956 -34%
MSFS
743
Main Street Financial Solutions
Pennsylvania
$617K -$366K -1,079 -37%
RWB
744
RMR Wealth Builders
New Jersey
$615K +$32.2K +95 +6%
EWA
745
EverSource Wealth Advisors
Alabama
$613K +$19.3K +57 +3%
XSC
746
X-Square Capital
Puerto Rico
$613K -$407K -1,199 -40%
DC
747
DeDora Capital
California
$611K +$30.2K +89 +5%
AWM
748
Avior Wealth Management
Nebraska
$611K +$66.1K +195 +12%
FTWA
749
Fifth Third Wealth Advisors
Ohio
$609K +$98K +289 +19%
IAIM
750
International Assets Investment Management
Florida
$607K – – –
28 29
30
31 32