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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$350K +$162K +824 +70%
GWM
727
GSB Wealth Management
Connecticut
$350K +$197K +999 +99%
BWM
728
Bulltick Wealth Management
Florida
$350K +$394K +2,002 New
AIP
729
Ameritas Investment Partners
Nebraska
$349K -$11.8K -60 -3%
FWP
730
Forefront Wealth Partners
Texas
$349K +$394K +2,000 New
TRCT
731
Tower Research Capital (TRC)
New York
$348K -$587K -2,982 -60%
WANY
732
Wealthspire Advisors (New York)
New York
$346K -$169K -858 -30%
MYLI
733
Meiji Yasuda Life Insurance
Japan
$344K – – –
TCM
734
Traynor Capital Management
Pennsylvania
$341K +$10.4K +53 +3%
SWP
735
Sagespring Wealth Partners
Tennessee
$337K -$40.9K -208 -10%
KFP
736
Kerr Financial Planning
California
$337K +$97.4K +495 +39%
PA
737
Profund Advisors
Maryland
$335K -$89.2K -453 -19%
EWA
738
EverSource Wealth Advisors
Alabama
$334K +$103K +524 +38%
EFM
739
E Fund Management
China
$331K +$373K +1,894 New
HCC
740
Hirtle Callaghan & Co
Pennsylvania
$330K – – –
CW
741
CreativeOne Wealth
Kansas
$330K -$39.4K -200 -10%
CCFM
742
Clear Creek Financial Management
Washington
$329K -$70.1K -356 -16%
KWS
743
Keystone Wealth Services
California
$328K -$591 -3 -0.2%
MWM
744
Maridea Wealth Management
New York
$325K -$647K -3,285 -64%
AV
745
Alamea Verwaltungs
New Jersey
$319K +$138K +703 +63%
EFS
746
Essex Financial Services
Connecticut
$318K +$359K +1,823 New
ET
747
Entropy Technologies
New York
$317K -$1.31M -6,654 -79%
WSFS
748
Wilmington Savings Fund Society
Delaware
$316K -$2.56K -13 -0.7%
FMI
749
Frec Markets Inc
California
$315K +$355K +1,804 New
CFG
750
Citizens Financial Group
Rhode Island
$314K -$369K -1,876 -51%
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30
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