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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
801
TFC Financial Management
Massachusetts
$11K – – –
TF
802
TimeScale Financial
Massachusetts
$11K +$12.5K +43 New
CWM
803
Curi Wealth Management
North Carolina
$11K +$13.4K +46 New
TCM
804
Tradewinds Capital Management
Washington
$10K -$26.2K -90 -69%
ARMC
805
American Research & Management Company
Massachusetts
$10K – – –
BWP
806
Baldwin Wealth Partners
Massachusetts
$10K – – –
NL
807
NVWM LLC
Pennsylvania
$10K – – –
LPWM
808
Lake Point Wealth Management
Texas
$10K +$582 +2 +6%
OIA
809
Optimum Investment Advisors
Illinois
$10K +$4.07K +14 +56%
BAM
810
Bellevue Asset Management
Washington
$9K – – –
LWCFA
811
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
SWM
812
Sugarloaf Wealth Management
Georgia
$9K +$1.16K +4 +13%
TCWM
813
Total Clarity Wealth Management
Illinois
$9K +$4.36K +15 +75%
CPA
814
Cowen Prime Advisors
New York
$9K +$10.2K +35 New
HNWAG
815
High Net Worth Advisory Group
Florida
$9K +$10.2K +35 New
BWM
816
BerganKDV Wealth Management
Minnesota
$8K – – –
CWAF
817
Core Wealth Advisors (Florida)
Florida
$8K – – –
TIM
818
Tevis Investment Management
Texas
$8K +$8.72K +30 New
CSWM
819
Cassady Schiller Wealth Management
Ohio
$8K +$9.01K +31 New
FFG
820
Ford Financial Group
California
$8K +$9.3K +32 New
GG
821
Gleason Group
Kentucky
$8K +$9.6K +33 New
IA
822
IFS Advisors
Kansas
$8K +$9.6K +33 New
JRFS
823
James Reed Financial Services
Ohio
$8K +$10.2K +35 New
RG
824
Retirement Group
California
$7K +$582 +2 +8%
HR
825
Howe & Rusling
New York
$7K +$2.62K +9 +47%
31 32
33
34 35