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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
801
Archer Investment Corporation
Indiana
$4.99K – – –
RWM
802
Raffa Wealth Management
District of Columbia
$4.81K – – –
EWM
803
Evermay Wealth Management
Virginia
$4.81K +$5.41K +27 New
TFM
804
TFC Financial Management
Massachusetts
$4.63K +$601 +3 +13%
MWA
805
MFA Wealth Advisors
Pennsylvania
$4.63K -$26K -130 -83%
BGAI
806
Bruce G. Allen Investments
Colorado
$4.63K – – –
EAM
807
Eukles Asset Management
Ohio
$4.45K – – –
RA
808
Ransom Advisory
Rhode Island
$4.45K – – –
TCOV
809
Trust Company of Vermont
Vermont
$4.45K +$5.01K +25 New
SC
810
Sawyer & Company
Massachusetts
$4K – – –
CFO
811
CVA Family Office
Colorado
$3.74K – – –
PMFA
812
Plante Moran Financial Advisors
Michigan
$3.74K – – –
CFGS
813
Concourse Financial Group Securities
Alabama
$3.74K -$3K -15 -42%
BCWM
814
Bartlett & Co Wealth Management
Ohio
$3.56K – – –
BAM
815
Bellevue Asset Management
Washington
$3.56K – – –
HNB
816
Hilltop National Bank
Wyoming
$3.56K – – –
TIM
817
Tortoise Investment Management
New York
$3.56K – – –
PWMG
818
Prestige Wealth Management Group
New Jersey
$3.39K – – –
CIAS
819
CBIZ Investment Advisory Services
Ohio
$3.38K – – –
CA
820
Centerpoint Advisors
Massachusetts
$3K – – –
RBC
821
Roble Belko & Company
Pennsylvania
$3K – – –
CPG
822
Cornerstone Planning Group
New Jersey
$2.86K -$5.41K -27 -68%
FFO
823
Fortitude Family Office
Arizona
$2.85K +$200 +1 +7%
CWP
824
Concord Wealth Partners
Virginia
$2.81K -$2.2K -11 -41%
RAM
825
Riggs Asset Management
Pennsylvania
$2.67K -$401 -2 -12%
31 32
33
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