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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
801
PSI Advisors
Florida
$94.6K – – –
GWSG
802
GPS Wealth Strategies Group
Colorado
$89.9K +$38.1K +150 +71%
SC
803
Steph & Co
Wisconsin
$87.4K +$89.4K +352 New
JEST
804
JTC Employer Solutions Trustee
Jersey
$87K – – –
M
805
MOTCO
Texas
$86.9K – – –
BBHC
806
Brown Brothers Harriman & Co
New York
$85.9K +$23.4K +92 +36%
SIS
807
Sound Income Strategies
Florida
$84.7K -$15.2K -60 -15%
APW
808
Aventura Private Wealth
Florida
$83.9K +$85.8K +338 New
TAM
809
Tucker Asset Management
Colorado
$83.7K – – –
BTI
810
Blue Trust Inc
Georgia
$83.4K -$1.82M -7,167 -96%
WAG
811
Wiser Advisor Group
Arizona
$83.4K – – –
HWM
812
Hemington Wealth Management
Virginia
$78K +$5.84K +23 +8%
LFASL
813
Lugano Financial Advisors SA (LFA)
Switzerland
$76.5K – – –
WIM
814
Westside Investment Management
California
$76K – – –
CIA
815
Cape Investment Advisory
Georgia
$75.7K -$12.4K -49 -14%
NWWA
816
New Wave Wealth Advisors
Arkansas
$75.2K +$76.9K +303 New
WCM
817
WealthTrak Capital Management
Virginia
$75.2K +$76.9K +303 New
VWM
818
Valley Wealth Managers
New Jersey
$74.5K – – –
VCM
819
Versant Capital Management
Arizona
$74K +$39.1K +154 +107%
CFFP
820
Center for Financial Planning
Michigan
$72.3K -$10.4K -41 -12%
CAL
821
Capital Advisors Ltd
Ohio
$71K -$8.12K -32 -10%
QCG
822
Quadrant Capital Group
Ohio
$70.5K +$5.08K +20 +8%
BCPWM
823
Bradley & Co Private Wealth Management
Florida
$70.5K +$72.1K +284 New
MWA
824
Medallion Wealth Advisors
Connecticut
$69.8K +$71.3K +281 New
FLP
825
Financial Life Planners
Arizona
$68.5K +$70.1K +276 New
31 32
33
34 35