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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
851
Armstrong Fleming & Moore
District of Columbia
$329K +$219K +938 New
FHWM
852
Fox Hill Wealth Management
Massachusetts
$325K +$216K +926 New
WA
853
Wealth Alliance
New York
$325K +$216K +926 New
CWM
854
Cornerstone Wealth Management
Missouri
$325K +$216K +926 New
LAM
855
L2 Asset Management
Massachusetts
$322K +$215K +919 New
TNAM
856
Terra Nova Asset Management
New York
$318K +$212K +907 New
FWM
857
Focused Wealth Management
New York
$318K +$212K +907 New
CAI
858
Capital Advisors Inc
Oklahoma
$317K +$211K +904 New
TWM
859
Tradition Wealth Management
Minnesota
$314K +$210K +897 New
CWM
860
Cranbrook Wealth Management
Michigan
$313K -$70.8K -303 -25%
BOPW
861
Brandywine Oak Private Wealth
Pennsylvania
$312K +$208K +891 New
IA
862
IFG Advisory
Georgia
$311K +$208K +888 New
PP
863
PDS Planning
Ohio
$311K +$207K +886 New
PS
864
Principal Securities
Iowa
$310K -$34.4K -147 -14%
GKWIM
865
Gerber Kawasaki Wealth & Investment Management
California
$308K +$205K +879 New
ACA
866
Aptus Capital Advisors
Alabama
$307K +$205K +876 New
FA
867
Fiducient Advisors
Illinois
$304K +$203K +868 New
OCM
868
One Capital Management
California
$304K +$202K +866 New
JWM
869
JFG Wealth Management
Colorado
$300K +$200K +856 New
CA
870
Clearstead Advisors
Ohio
$299K +$59.8K +256 +43%
LWM
871
LeConte Wealth Management
Tennessee
$298K +$199K +851 New
FRM
872
Fox Run Management
Connecticut
$297K -$635K -2,715 -76%
JFGIW
873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$296K +$197K +844 New
SAG
874
SageView Advisory Group
California
$294K +$181K +774 New
KFC
875
Klingenstein Fields & Co
New York
$293K +$196K +837 New
33 34
35
36 37