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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
776
HighPoint Advisor Group
Illinois
$279K -$1.36M -6,902 -81%
QPW
777
Quantum Private Wealth
Florida
$278K +$313K +1,590 New
TCM
778
Tuttle Capital Management
Connecticut
$271K +$306K +1,554 New
MSR
779
Main Street Research
Connecticut
$271K -$197 -1 -0.1%
SACTSONJ
780
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$270K +$304K +1,545 New
BFG
781
Berger Financial Group
Minnesota
$269K -$2.17K -11 -0.7%
TWM
782
Thrive Wealth Management
Pennsylvania
$269K +$303K +1,541 New
MC
783
Moors & Cabot
Massachusetts
$268K +$28.7K +146 +11%
CA
784
Commerzbank Aktiengesellschaft
Germany
$265K -$15.4K -78 -5%
CFG
785
Carter Financial Group
Illinois
$265K -$3.54K -18 -1%
CIA
786
Capital Investment Advisors
Georgia
$264K +$31.9K +162 +12%
KOC
787
Koss-Olinger Consulting
Florida
$264K -$217K -1,100 -42%
GA
788
GFS Advisors
Texas
$262K -$11.8K -60 -4%
PS
789
Principal Securities
Iowa
$260K +$118K +602 +68%
RDWM
790
Red Door Wealth Management
Tennessee
$260K +$3.74K +19 +1%
DI
791
Diligent Investors
California
$259K +$4.92K +25 +2%
CAWM
792
Capital Advisors Wealth Management
Washington
$259K -$8.66K -44 -3%
SFS
793
Sowell Financial Services
Arkansas
$258K – – –
AI
794
Atria Investments
North Carolina
$258K -$413K -2,097 -59%
AA
795
Ancora Advisors
Ohio
$257K +$57.9K +294 +25%
HA
796
Harfst & Associates
Wyoming
$257K – – –
SC
797
Sapient Capital
Indiana
$255K -$4.33K -22 -1%
EWM
798
Evercore Wealth Management
New York
$254K +$34.4K +175 +14%
FHA
799
Flagship Harbor Advisors
Massachusetts
$253K -$50.2K -255 -15%
RI
800
Ridgewood Investments
New Jersey
$251K +$283K +1,440 New
30 31
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