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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
726
Fifth Third Wealth Advisors
Ohio
$451K +$56K +188 +10%
GI
727
GAMMA Investing
California
$450K -$63.8K -214 -10%
ORI
728
Oak Ridge Investments
Illinois
$447K -$35.8K -120 -6%
MYLI
729
Meiji Yasuda Life Insurance
Japan
$445K – – –
MMA
730
Miracle Mile Advisors
California
$445K -$11.6K -39 -2%
PIM
731
Plato Investment Management
Australia
$444K -$42.6K -143 -7%
DT
732
DV Trading
Illinois
$440K +$579K +1,944 New
DT
733
Diversified Trust
Tennessee
$434K +$7.45K +25 +1%
TWP
734
Triad Wealth Partners
Kansas
$430K +$566K +1,901 New
HCC
735
Hirtle Callaghan & Co
Pennsylvania
$428K +$564K +1,892 New
DWT
736
Dorsey & Whitney Trust
South Dakota
$428K +$35.8K +120 +7%
CAM
737
Close Asset Management
United Kingdom
$427K +$42.6K +143 +8%
KWS
738
Keystone Wealth Services
California
$426K -$161K -539 -22%
SWP
739
Strategic Wealth Partners
Ohio
$425K +$14.9K +50 +3%
JWM
740
Jeppson Wealth Management
California
$425K +$41.4K +139 +8%
IPW
741
Impact Partnership Wealth
Georgia
$424K -$625K -2,097 -53%
XSC
742
X-Square Capital
Puerto Rico
$423K +$16.1K +54 +3%
IAIM
743
International Assets Investment Management
Florida
$421K +$14.9K +50 +3%
CL
744
CSS LLC
Illinois
$414K -$778K -2,610 -59%
WEG
745
World Equity Group
Illinois
$414K +$88.2K +296 +19%
WSFS
746
Wilmington Savings Fund Society
Delaware
$412K +$350K +1,176 +182%
RWB
747
RMR Wealth Builders
New Jersey
$410K -$2.98K -10 -0.5%
PLFS
748
Provident Living Financial Services
Utah
$405K +$533K +1,789 New
CAP
749
Columbia Advisory Partners
Washington
$403K +$39.3K +132 +8%
P8IP
750
Pier 88 Investment Partners
California
$403K -$38.7K -130 -7%
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