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Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
751
First Personal Financial Services
North Carolina
$6.26K +$3.93K +36 New
GJIA
752
Glass Jacobson Investment Advisors
Maryland
$6.09K
NS
753
NBC Securities
Alabama
$6K
IA
754
IFS Advisors
Kansas
$5.74K
IRC
755
Investors Research Corp
Georgia
$5.74K +$437 +4 +14%
EWP
756
Elevation Wealth Partners
California
$5.41K
CWAF
757
Core Wealth Advisors (Florida)
Florida
$5.39K
JWA
758
JFS Wealth Advisors
Pennsylvania
$5.39K +$874 +8 +35%
BF
759
BOK Financial
Oklahoma
$5.04K +$3.17K +29 New
CAM
760
Close Asset Management
United Kingdom
$5K
Loomis, Sayles & Company
761
Loomis, Sayles & Company
Massachusetts
$5K +$3.17K +29 New
CWP
762
Concord Wealth Partners
Virginia
$4.7K -$11K -101 -79%
CPG
763
Cornerstone Planning Group
New Jersey
$4.7K
RWM
764
Raffa Wealth Management
District of Columbia
$4.7K +$2.95K +27 New
SA
765
Scarborough Advisors
Maryland
$4.7K +$2.95K +27 New
BWM
766
Baystate Wealth Management
Massachusetts
$4.35K -$1.64K -15 -38%
EAM
767
Eukles Asset Management
Ohio
$4.35K
OCM
768
Orion Capital Management
California
$4.35K
PMFA
769
Plante Moran Financial Advisors
Michigan
$4.17K -$24.2K -222 -90%
TFM
770
TFC Financial Management
Massachusetts
$4K
BC
771
Bartlett & Co
Ohio
$4K
BCWM
772
Bartlett & Co Wealth Management
Ohio
$3.73K
IFAM
773
Institutional & Family Asset Management
Colorado
$3.65K
SSB
774
Sandy Spring Bank
Maryland
$3.48K -$12.8K -117 -85%
BFPW
775
BOK Financial Private Wealth
Colorado
$3.48K +$2.18K +20 New