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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
826
Private Ocean
California
$7K +$6.98K +24 +800%
FCG
827
Financial Connections Group
California
$7K +$8.72K +30 New
CFCI
828
Comprehensive Financial Consultants Institutional
Indiana
$7K +$11.9K +41 New
CQS
829
Credential Qtrade Securities
$6.31K – – –
SC
830
Sierra Capital
Florida
$6K -$3.78K -13 -37%
EAM
831
Eukles Asset Management
Ohio
$6K – – –
IRC
832
Investors Research Corp
Georgia
$6K – – –
MIM
833
Macroview Investment Management
Maryland
$6K – – –
PPWM
834
PFG Private Wealth Management
Florida
$6K +$2.33K +8 +50%
BIA
835
Bell Investment Advisors
California
$6K +$6.98K +24 New
LWA
836
Lowe Wealth Advisors
Maryland
$6K +$7.27K +25 New
GAM
837
Gemmer Asset Management
California
$5K -$1.13M -3,875 -99%
ADL
838
Asset Dedication LLC
California
$5K -$8.43K -29 -60%
SSB
839
Sandy Spring Bank
Maryland
$5K -$1.75K -6 -24%
NWM
840
Navigation Wealth Management
Colorado
$5K – – –
KFI
841
Key Financial Inc
Pennsylvania
$5K +$872 +3 +17%
FPS
842
Fieldpoint Private Securities
Connecticut
$5K +$5.82K +20 New
ODG
843
O'Dell Group
Ohio
$4K -$29.4K -101 -87%
CFN
844
Cordasco Financial Network
Florida
$4K -$4.65K -16 -48%
RDFA
845
Ritter Daniher Financial Advisory
Ohio
$4K – – –
TVWM
846
Tower View Wealth Management
Wisconsin
$4K – – –
SIC
847
SJS Investment Consulting
Ohio
$4K +$4.07K +14 New
BWM
848
Baystate Wealth Management
Massachusetts
$4K +$4.36K +15 New
DI
849
Disciplined Investments
Oklahoma
$4K +$4.36K +15 New
IHWM
850
Iron Horse Wealth Management
Iowa
$4K +$4.36K +15 New
32 33
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35 36