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Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
Cooper Financial Group
901
Cooper Financial Group
California
$270K +$180K +770 New
Acorn Financial Advisory Services
902
Acorn Financial Advisory Services
Virginia
$269K +$180K +768 New
Fukoku Mutual Life Insurance
903
Fukoku Mutual Life Insurance
Japan
$268K +$179K +766 New
WPP
904
Whalerock Point Partners
Rhode Island
$268K +$179K +765 New
Center for Financial Planning
905
Center for Financial Planning
Michigan
$268K +$117K +500 +189%
Great Lakes Advisors
906
Great Lakes Advisors
Illinois
$267K +$178K +762 New
Eagle Global Advisors
907
Eagle Global Advisors
Texas
$266K +$178K +760 New
SC
908
Stephens Consulting
Michigan
$265K +$1.64K +7 +0.9%
KIC
909
Kensington Investment Counsel
California
$265K +$177K +755 New
Werba Rubin Papier Wealth Management
910
Werba Rubin Papier Wealth Management
California
$264K +$176K +753 New
Formidable Asset Management
911
Formidable Asset Management
Ohio
$262K – – –
Cypress Wealth Services
912
Cypress Wealth Services
California
$261K +$174K +745 New
HM Payson & Co
913
HM Payson & Co
Maine
$260K – – –
Abundance Wealth Counselors
914
Abundance Wealth Counselors
Pennsylvania
$260K +$173K +742 New
ECM
915
EagleClaw Capital Management
Massachusetts
$259K +$173K +740 New
Scotia Capital
916
Scotia Capital
Ontario, Canada
$258K -$250K -1,069 -59%
Daymark Wealth Partners
917
Daymark Wealth Partners
Ohio
$255K +$170K +728 New
Holderness Investments Company
918
Holderness Investments Company
North Carolina
$255K +$170K +728 New
Principal Street Partners
919
Principal Street Partners
Tennessee
$255K +$170K +728 New
SWM
920
Shelton Wealth Management
Texas
$254K +$169K +725 New
Waterfront Wealth
921
Waterfront Wealth
Kansas
$254K +$169K +725 New
WWM
922
WT Wealth Management
Arizona
$252K +$168K +719 New
Horizon Kinetics Asset Management
923
Horizon Kinetics Asset Management
New York
$251K +$167K +715 New
S
924
Sunpointe
Missouri
$251K +$167K +715 New
Leo Wealth LLC
925
Leo Wealth LLC
Texas
$250K +$167K +714 New