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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
EPG
851
Estate Planners Group
Pennsylvania
$201K +$31.3K +159 +16%
TPWA
852
Twin Peaks Wealth Advisors
California
$198K +$223K +1,132 New
VWM
853
Venturi Wealth Management
Texas
$195K +$220K +1,116 New
MUMSS
854
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K +$88K +447 +70%
BG
855
Bollard Group
Massachusetts
$175K – – –
FCM
856
Firsthand Capital Management
California
$175K – – –
WA
857
Whipplewood Advisors
Colorado
$175K +$197K +1,000 New
CTC
858
Central Trust Company
Missouri
$173K +$4.13K +21 +2%
VCM
859
Versant Capital Management
Arizona
$171K +$91.9K +467 +91%
EDRH
860
Edmond de Rothschild Holding
Switzerland
$169K -$2.36M -11,984 -93%
QCG
861
Quadrant Capital Group
Ohio
$169K -$106K -541 -36%
TFGT
862
TS Financial Group (TSFG)
Illinois
$159K – – –
SOAMC
863
Spirit of America Management Corp
New York
$148K +$19.7K +100 +13%
AFC
864
Ares Financial Consulting
California
$147K +$157K +800 +1,702%
OP
865
Oslo Pensjonsforsikring
$146K +$165K +837 New
GITFIT
866
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$143K – – –
BTI
867
Blue Trust Inc
Georgia
$138K -$29.7K -151 -16%
DI
868
DAGCO Inc
Ohio
$136K – – –
SS
869
Sunbelt Securities
Texas
$135K -$5.91K -30 -4%
AGWCA
870
Annis Gardner Whiting Capital Advisors
Florida
$135K +$30.1K +153 +25%
HPC
871
HM Payson & Co
Maine
$134K +$4.92K +25 +3%
CWM
872
Cranbrook Wealth Management
Michigan
$131K – – –
CSB
873
City State Bank
Iowa
$129K +$4.92K +25 +3%
SWM
874
Spire Wealth Management
Virginia
$129K -$37K -188 -20%
SIS
875
Sound Income Strategies
Florida
$128K -$3.94K -20 -3%
33 34
35
36 37