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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
FHWM
926
Fox Hill Wealth Management
Massachusetts
$318K +$5.42K +16 +2%
RCM
927
Radnor Capital Management
Pennsylvania
$317K +$319K +940 New
TWM
928
Tradition Wealth Management
Minnesota
$315K +$12.2K +36 +4%
AP
929
Americana Partners
Texas
$313K +$314K +926 New
TCM
930
Triumph Capital Management
Colorado
$312K +$314K +925 New
SG
931
StoneX Group
New York
$311K -$355K -1,048 -53%
II
932
Inspire Investing
Idaho
$311K +$39.3K +116 +14%
PCP
933
Proficio Capital Partners
Massachusetts
$309K -$273K -805 -47%
BBHC
934
Brown Brothers Harriman & Co
New York
$307K +$142K +419 +85%
TFGT
935
TS Financial Group (TSFG)
Illinois
$307K +$33.9K +100 +12%
SMC
936
Smith, Moore & Co
Missouri
$306K +$35.6K +105 +13%
HCA
937
Heck Capital Advisors
Wisconsin
$305K +$307K +905 New
RFA
938
Reyes Financial Architecture
California
$305K -$14.2K -42 -4%
SWA
939
Stratos Wealth Advisors
Ohio
$305K +$307K +904 New
SC
940
Scotia Capital
Ontario, Canada
$305K +$56.6K +167 +23%
RFC
941
Regions Financial Corp
Alabama
$305K +$32.9K +97 +12%
CFG
942
Cooper Financial Group
California
$305K +$45.1K +133 +17%
PFGIA
943
Patriot Financial Group Insurance Agency
Massachusetts
$304K +$305K +900 New
OFG
944
Oxford Financial Group
Indiana
$303K +$304K +898 New
RI
945
Ridgewood Investments
New Jersey
$302K -$86.1K -254 -22%
BOPW
946
Brandywine Oak Private Wealth
Pennsylvania
$301K – – –
PS
947
Principal Securities
Iowa
$298K -$339 -1 -0.1%
AWM
948
Apollon Wealth Management
South Carolina
$297K +$97.3K +287 +48%
DWP
949
Daymark Wealth Partners
Ohio
$296K +$50.9K +150 +21%
JWM
950
JFG Wealth Management
Colorado
$295K +$6.1K +18 +2%
36 37
38
39 40