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Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
PP
926
PDS Planning
Ohio
$215K +$27.4K +92 +11%
CIA
927
Compass Ion Advisors
Pennsylvania
$215K
PTC
928
Private Trust Company
Ohio
$215K +$69.1K +232 +32%
BTI
929
Blue Trust Inc
Georgia
$213K -$11K -37 -4%
CCA
930
Childress Capital Advisors
Texas
$211K -$34.9K -117 -11%
SWM
931
Silverlake Wealth Management
Vermont
$210K +$277K +930 New
AAP
932
Arax Advisory Partners
Colorado
$210K -$26.2K -88 -9%
PIA
933
Perennial Investment Advisors
California
$210K -$12.8K -43 -4%
SWM
934
Shelton Wealth Management
Texas
$210K +$50.4K +169 +22%
OCM
935
One Capital Management
California
$210K +$29.8K +100 +12%
SWM
936
Spire Wealth Management
Virginia
$210K -$1.21M -4,053 -81%
JIP
937
Jaffetilchin Investment Partners
Florida
$209K +$276K +925 New
DAM
938
DLD Asset Management
New York
$207K +$273K +916 New
YC
939
Yarbrough Capital
Tennessee
$207K -$182K -610 -40%
TFGT
940
TS Financial Group (TSFG)
Illinois
$206K
PA
941
Procyon Advisors
Connecticut
$206K +$271K +909 New
HC
942
Headland Capital
South Carolina
$205K +$270K +907 New
HSA
943
HBK Sorce Advisory
Pennsylvania
$204K -$43.5K -146 -11%
LTM
944
Lotus Technology Management
Florida
$204K +$268K +901 New
BOPW
945
Brandywine Oak Private Wealth
Pennsylvania
$201K
IA
946
IFG Advisory
Georgia
$201K -$28K -94 -10%
PS
947
Principal Securities
Iowa
$201K +$894 +3 +0.3%
AA
948
Alta Advisers
United Kingdom
$200K -$59.6K -200 -18%
CIBC Private Wealth Group
949
CIBC Private Wealth Group
Georgia
$199K -$131K -439 -33%
KFP
950
Kerr Financial Planning
California
$190K +$50.1K +168 +15%