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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
751
HBK Sorce Advisory
Pennsylvania
$205K +$209K +824 New
SS
752
Sunbelt Securities
Texas
$204K +$26.4K +104 +15%
CGL
753
Clarius Group LLC
Washington
$204K +$209K +822 New
MIC
754
Means Investment Company
Maine
$201K +$206K +810 New
AA
755
Ancora Advisors
Ohio
$201K -$50.8K -200 -20%
CA
756
Clearstead Advisors
Ohio
$198K +$12.9K +51 +7%
GSWM
757
Golden State Wealth Management
California
$195K +$200K +787 New
TFGT
758
TS Financial Group (TSFG)
Illinois
$190K – – –
LFG
759
Larson Financial Group
Missouri
$189K +$58.1K +229 +43%
SC
760
Stephens Consulting
Michigan
$186K +$127K +500 +200%
SIS
761
Strategic Investment Solutions
Illinois
$186K +$244K +960 +1,280%
HPC
762
HM Payson & Co
Maine
$184K -$21.3K -84 -10%
HIA
763
Harbor Investment Advisory
Maryland
$183K +$25.1K +99 +16%
CLOS
764
Compagnie Lombard Odier SCmA
Switzerland
$176K -$591K -2,327 -77%
HNB
765
Huntington National Bank
Ohio
$171K +$43.2K +170 +33%
HFS
766
Hantz Financial Services
Michigan
$170K +$111K +436 +176%
BIG
767
Brooklyn Investment Group
New York
$167K -$276K -1,088 -62%
GWM
768
Geneos Wealth Management
Colorado
$164K +$116K +457 +224%
NFSG
769
Newbridge Financial Services Group
Florida
$157K +$49.5K +195 +45%
JSAM
770
J. Safra Asset Management
New York
$156K +$76.2K +300 +96%
PTC
771
Private Trust Company
Ohio
$156K +$127K +500 +391%
FHA
772
First Horizon Advisors
Tennessee
$154K +$25.4K +100 +19%
GITFIT
773
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$154K +$157K +620 New
GCS
774
Gordian Capital (Singapore)
Singapore
$152K +$138K +545 +826%
NRG
775
Nemes Rush Group
Michigan
$148K -$19.3K -76 -11%
29 30
31
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