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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
901
Flagship Harbor Advisors
Massachusetts
– -$509K -2,017 Closed
PCM
902
Pennsylvania Capital Management
Pennsylvania
– -$505K -2,000 Closed
CLOS
903
Compagnie Lombard Odier SCmA
Switzerland
– -$499K -1,979 Closed
VBFG
904
Vishria Bird Financial Group
Tennessee
– -$483K -1,913 Closed
CPIG
905
Chicago Partners Investment Group
Illinois
– -$368K -1,885 Closed
VWA
906
V Wealth Advisors
Kansas
– -$467K -1,849 Closed
PAA
907
Peregrine Asset Advisers
Oregon
– -$453K -1,795 Closed
WBC
908
Westpac Banking Corp
Australia
– -$449K -1,780 Closed
RC
909
Ronit Capital
United Kingdom
– -$442K -1,750 Closed
KCMH
910
Keywise Capital Management (HK)
Hong Kong
– -$429K -1,700 Closed
BHIA
911
Birch Hill Investment Advisors
Massachusetts
– -$425K -1,685 Closed
E
912
Ergoteles
New York
– -$379K -1,501 Closed
AWA
913
Artemis Wealth Advisors
New York
– -$379K -1,500 Closed
CW
914
CreativeOne Wealth
Kansas
– -$373K -1,477 Closed
I
915
INVST
Indiana
– -$253K -1,462 Closed
MSFS
916
Main Street Financial Solutions
Pennsylvania
– -$361K -1,432 Closed
SCA
917
St. Clair Advisors
Ohio
– -$359K -1,424 Closed
MWM
918
Meridian Wealth Management
Kentucky
– -$358K -1,420 Closed
RCAG
919
Rehmann Capital Advisory Group
Michigan
– -$354K -1,402 Closed
WF
920
Welch & Forbes
Massachusetts
– -$353K -1,400 Closed
PA
921
Paragon Advisors
Texas
– -$343K -1,360 Closed
WDC
922
Woodward Diversified Capital
California
– -$343K -1,360 Closed
WE
923
Wealth Effects
Massachusetts
– -$342K -1,357 Closed
AO
924
Advisor OS
Illinois
– -$337K -1,335 Closed
MCIA
925
Mountain Capital Investment Advisors
Colorado
– -$314K -1,322 Closed
35 36
37
38 39