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Coinbase
COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
876
SageView Advisory Group
California
$247K +$11.3K +38 +4%
MSFS
877
Main Street Financial Solutions
Pennsylvania
$247K -$219K -735 -40%
TAM
878
TCP Asset Management
Ohio
$246K +$86.7K +291 +37%
WFC
879
Western Financial Corp
California
$245K -$1.58M -5,299 -83%
CF
880
Crosspoint Financial
California
$245K – – –
CFS
881
CRA Financial Services
New Jersey
$245K -$39.3K -132 -11%
PFA
882
Pettinga Financial Advisors
Indiana
$243K +$4.47K +15 +1%
CAM
883
Congress Asset Management
Massachusetts
$242K – – –
CAI
884
Capital Advisors Inc
Oklahoma
$242K +$7.75K +26 +2%
CA
885
Clearstead Advisors
Ohio
$241K +$121K +406 +62%
CI
886
Conning Inc
Connecticut
$241K +$26.5K +89 +9%
SG
887
StoneX Group
New York
$241K +$40.5K +136 +15%
CFG
888
Cooper Financial Group
California
$240K +$47.7K +160 +18%
FMWA
889
Forvis Mazars Wealth Advisors
Missouri
$239K +$5.07K +17 +2%
SWM
890
SeaCrest Wealth Management
New York
$239K -$88.5K -297 -23%
GCP
891
GSA Capital Partners
United Kingdom
$237K -$531K -1,783 -63%
ET
892
Equitable Trust
Tennessee
$235K +$309K +1,038 New
SWA
893
Stratos Wealth Advisors
Ohio
$234K +$39K +131 +14%
WFI
894
West Family Investments
California
$233K – – –
AIM
895
Aigen Investment Management
New York
$233K +$307K +1,029 New
SAM
896
SP Asset Management
California
$232K – – –
LWM
897
Laidlaw Wealth Management
New York
$231K – – –
CCM
898
Consolidated Capital Management
California
$230K +$103K +345 +51%
NW
899
NewEdge Wealth
Pennsylvania
$228K +$301K +1,009 New
TWM
900
Tortuga Wealth Management
California
$228K +$300K +1,007 New
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