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Coinbase
COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
951
Kerr Financial Planning
California
$294K +$371K +1,095 New
FA
952
Fiducient Advisors
Illinois
$293K – – –
FCP
953
Fidelis Capital Partners
Florida
$292K +$51.5K +152 +21%
JPLA
954
Joseph P. Lucia & Associates
New York
$291K +$70.2K +207 +32%
PP
955
PDS Planning
Ohio
$290K -$8.82K -26 -3%
DIM
956
Delta Investment Management
California
$288K +$12.2K +36 +4%
FWM
957
Focused Wealth Management
New York
$285K -$21K -62 -7%
LHWM
958
Lake Hills Wealth Management
Texas
$285K +$286K +844 New
CIC
959
Carnegie Investment Counsel
Ohio
$282K +$20.3K +60 +8%
HIC
960
Holderness Investments Company
North Carolina
$282K +$36.3K +107 +15%
SMA
961
Sage Mountain Advisors
Georgia
$281K +$57.3K +169 +25%
MAWA
962
Moss Adams Wealth Advisors
Washington
$280K +$6.78K +20 +2%
KP
963
Keel Point
Alabama
$280K +$68.5K +202 +32%
OCM
964
One Capital Management
California
$279K -$13.2K -39 -5%
APP
965
Avantax Planning Partners
Iowa
$278K +$279K +823 New
FFS
966
Founders Financial Securities
Maryland
$276K -$5.09K -15 -2%
GKWIM
967
Gerber Kawasaki Wealth & Investment Management
California
$275K -$21.4K -63 -7%
CRC
968
Curi RMB Capital
Illinois
$273K +$50.5K +149 +23%
KIC
969
Kensington Investment Counsel
California
$273K +$18K +53 +7%
TAM
970
TCP Asset Management
Ohio
$268K -$13.9K -41 -5%
LIA
971
LS Investment Advisors
Michigan
$266K +$267K +787 New
BAM
972
Blueshift Asset Management
New Jersey
$265K +$267K +786 New
SCP
973
Sivia Capital Partners
California
$265K -$9.49K -28 -3%
MIC
974
Means Investment Company
Maine
$265K -$2.71K -8 -1%
KFC
975
Klingenstein Fields & Co
New York
$265K -$18K -53 -6%
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