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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
LFM
751
Lumina Fund Management
New York
– -$437K -2,300 Closed
TAM
752
Tocqueville Asset Management
New York
– -$437K -2,300 Closed
FCH
753
Freestone Capital Holdings
Washington
– -$434K -2,285 Closed
DU
754
Delphia (USA)
Ontario, Canada
– -$434K -2,284 Closed
DCM
755
Dimension Capital Management
Florida
– -$429K -2,265 Closed
MAM
756
Morse Asset Management
Connecticut
– -$429K -2,260 Closed
SIA
757
Schechter Investment Advisors
Michigan
– -$428K -2,253 Closed
MC
758
Moors & Cabot
Massachusetts
– -$414K -2,182 Closed
RWP
759
RWA Wealth Partners
Massachusetts
– -$408K -2,147 Closed
GCA
760
Gradient Capital Advisors
California
– -$405K -2,133 Closed
HW
761
Hancock Whitney
Mississippi
– -$391K -2,059 Closed
CIA
762
Compass Ion Advisors
Pennsylvania
– -$388K -2,045 Closed
AGA
763
Accuvest Global Advisors
Utah
– -$388K -2,044 Closed
MCA
764
MSH Capital Advisors
Arizona
– -$387K -2,039 Closed
SXL
765
Summit X LLC
Missouri
– -$380K -2,020 Closed
AIS
766
AM Investment Strategies
Tennessee
– -$381K -2,006 Closed
FCBT
767
First Citizens Bank & Trust
North Carolina
– -$380K -2,000 Closed
PRA
768
Pine Ridge Advisers
New York
– -$380K -2,000 Closed
BTWM
769
Baker Tilly Wealth Management
Wisconsin
– -$378K -1,991 Closed
MCC
770
Malaga Cove Capital
California
– -$372K -1,958 Closed
KFP
771
KMG Fiduciary Partners
Ohio
– -$361K -1,901 Closed
SCP
772
Shorepoint Capital Partners
Massachusetts
– -$360K -1,896 Closed
EWM
773
Evercore Wealth Management
New York
– -$359K -1,891 Closed
KCM
774
KRS Capital Management
Michigan
– -$357K -1,885 Closed
GAM
775
Griffin Asset Management
New York
– -$351K -1,849 Closed
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31
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