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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
801
Cardiff Park Advisors
California
$118K +$145K +804 New
IA
802
IFG Advisory
Georgia
$115K +$142K +787 New
TCM
803
Timbuktu Capital Management
Massachusetts
$113K +$139K +770 New
JFGIW
804
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K +$17.7K +98 +15%
CWM
805
Cranbrook Wealth Management
Michigan
$110K – – –
CL
806
CSS LLC
Illinois
$109K +$52.9K +293 +65%
BTI
807
Blue Trust Inc
Georgia
$109K -$8.3K -46 -6%
SEP
808
Signature Equity Partners
Ohio
$108K -$296K -1,640 -69%
TCM
809
Traynor Capital Management
Pennsylvania
$103K -$255K -1,415 -67%
MG
810
Mather Group
Illinois
$101K +$38.1K +211 +44%
HPC
811
HM Payson & Co
Maine
$99.8K -$15.3K -85 -11%
CSB
812
City State Bank
Iowa
$98.4K -$12.3K -68 -9%
BWL
813
Bogart Wealth LLC
Virginia
$93K +$104K +577 +978%
OL
814
OneFund LLC
Florida
$88.3K -$3.79K -21 -3%
BWA
815
Basecamp Wealth Advisors
Washington
$87.4K -$9.03K -50 -8%
NRG
816
Nemes Rush Group
Michigan
$87.4K -$181 -1 -0.2%
WIM
817
Westside Investment Management
California
$85.2K -$181 -1 -0.2%
RFA
818
Reyes Financial Architecture
California
$84.8K -$16.2K -90 -13%
SA
819
SRH Advisors
Kansas
$81.1K – – –
FP
820
Financial Perspectives
Minnesota
$75K – – –
CPG
821
Cornerstone Planning Group
New Jersey
$74.6K -$3.07K -17 -4%
CFFP
822
Center for Financial Planning
Michigan
$74K -$1.63K -9 -2%
BP
823
BNP Paribas
France
$73.3K – – –
FG
824
Fairman Group
Pennsylvania
$73.1K – – –
TPCW
825
TD Private Client Wealth
New York
$69.7K +$36.5K +202 +73%
31 32
33
34 35