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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
901
Acorn Financial Advisory Services
Virginia
$269K +$180K +768 New
FMLI
902
Fukoku Mutual Life Insurance
Japan
$268K +$179K +766 New
WPP
903
Whalerock Point Partners
Rhode Island
$268K +$179K +765 New
CFFP
904
Center for Financial Planning
Michigan
$268K +$117K +500 +189%
GLA
905
Great Lakes Advisors
Illinois
$267K +$178K +762 New
EGA
906
Eagle Global Advisors
Texas
$266K +$178K +760 New
SC
907
Stephens Consulting
Michigan
$265K +$1.64K +7 +0.9%
KIC
908
Kensington Investment Counsel
California
$265K +$177K +755 New
WRPWM
909
Werba Rubin Papier Wealth Management
California
$264K +$176K +753 New
FAM
910
Formidable Asset Management
Ohio
$262K – – –
CWS
911
Cypress Wealth Services
California
$261K +$174K +745 New
HPC
912
HM Payson & Co
Maine
$260K – – –
AWC
913
Abundance Wealth Counselors
Pennsylvania
$260K +$173K +742 New
ECM
914
EagleClaw Capital Management
Massachusetts
$259K +$173K +740 New
SC
915
Scotia Capital
Ontario, Canada
$258K -$250K -1,069 -59%
DWP
916
Daymark Wealth Partners
Ohio
$255K +$170K +728 New
HIC
917
Holderness Investments Company
North Carolina
$255K +$170K +728 New
PSP
918
Principal Street Partners
Tennessee
$255K +$170K +728 New
SWM
919
Shelton Wealth Management
Texas
$254K +$169K +725 New
WW
920
Waterfront Wealth
Kansas
$254K +$169K +725 New
WWM
921
WT Wealth Management
Arizona
$252K +$168K +719 New
HKAM
922
Horizon Kinetics Asset Management
New York
$251K +$167K +715 New
S
923
Sunpointe
Missouri
$251K +$167K +715 New
LWL
924
Leo Wealth LLC
Texas
$250K +$167K +714 New
IA
925
Inspire Advisors
Idaho
$250K +$167K +713 New
35 36
37
38 39