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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
826
Compass Ion Advisors
Pennsylvania
$358K -$590K -2,523 -71%
LMKC
827
L.M. Kohn & Company
Ohio
$358K +$238K +1,020 New
TSMHT
828
Thurston Springer Miller Herd & Titak
Indiana
$356K +$9.59K +41 +4%
AWA
829
Aaron Wealth Advisors
Illinois
$355K +$237K +1,013 New
IPW
830
Impact Partnership Wealth
Georgia
$355K -$757K -3,236 -76%
FMWA
831
Forvis Mazars Wealth Advisors
Missouri
$353K +$235K +1,006 New
TSWM
832
Tyler-Stone Wealth Management
Ohio
$350K +$234K +1,000 New
BC
833
Belmont Capital
California
$350K – – –
FCM
834
Firsthand Capital Management
California
$350K – – –
GCS
835
Gordian Capital (Singapore)
Singapore
$350K +$125K +535 +115%
WG
836
Welch Group
Alabama
$350K +$234K +1,000 New
DAS
837
Dynamic Advisor Solutions
Arizona
$350K +$234K +999 New
BG
838
Bollard Group
Massachusetts
$350K +$234K +1,000 New
WFI
839
West Family Investments
California
$349K +$233K +996 New
CAG
840
Crestwood Advisors Group
Massachusetts
$348K +$232K +992 New
WDL
841
Well Done LLC
Michigan
$347K +$1.4K +6 +0.6%
SAM
842
Smartleaf Asset Management
Massachusetts
$343K -$38.1K -163 -14%
HNB
843
Huntington National Bank
Ohio
$340K +$28.3K +121 +14%
RCA
844
Resonant Capital Advisors
Wisconsin
$339K +$226K +967 New
CCA
845
Childress Capital Advisors
Texas
$337K +$225K +963 New
FH
846
FWG Holdings
Florida
$337K -$5.84K -25 -2%
TCM
847
Traynor Capital Management
Pennsylvania
$335K +$234K +999 New
RFA
848
Reyes Financial Architecture
California
$332K +$40.7K +174 +23%
MTIM
849
Marathon Trading Investment Management
Pennsylvania
$331K -$2.98M -12,732 -93%
MC
850
Moors & Cabot
Massachusetts
$329K +$220K +939 New
32 33
34
35 36