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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
1001
Manning & Napier Advisors
New York
$4.25K +$542 +3 +12%
BHWM
1002
Beaird Harris Wealth Management
Texas
$4.24K +$5.24K +29 New
HFG
1003
Harborfront Financial Group
Michigan
$4.24K +$5.24K +29 New
MSG
1004
Main Street Group
Virginia
$4.09K – – –
FLP
1005
Financial Life Planners
Arizona
$3.8K -$8.85K -49 -65%
EAM
1006
Eukles Asset Management
Ohio
$3.65K – – –
GK
1007
Graney & King
New York
$3.65K – – –
MCI
1008
MRP Capital Investments
Georgia
$3.65K – – –
OCM
1009
Orion Capital Management
California
$3.65K – – –
TCM
1010
Tradewinds Capital Management
Washington
$3.65K +$3.61K +20 +400%
TCOV
1011
Trust Company of Vermont
Vermont
$3.65K +$4.51K +25 New
PB
1012
Prosperity Bancshares
Texas
$3.51K -$1.8K -10 -29%
CVM
1013
Cheviot Value Management
California
$3.51K – – –
PWMA
1014
Pension & Wealth Management Advisors
Massachusetts
$3.51K +$1.8K +10 +71%
MWM
1015
Mascoma Wealth Management
New Hampshire
$3.51K +$4.33K +24 New
TM
1016
Torren Management
California
$3.36K – – –
VWM
1017
Vermillion Wealth Management
Minnesota
$3.22K -$542 -3 -12%
RWM
1018
Raffa Wealth Management
District of Columbia
$3.22K -$181 -1 -4%
TC
1019
Trust Company
Kansas
$3.22K – – –
TCOT
1020
Trust Company of Toledo
Ohio
$3.22K – – –
PMFA
1021
Plante Moran Financial Advisors
Michigan
$3.22K +$181 +1 +5%
SA
1022
Strategic Advocates
Utah
$3.07K – – –
QWM
1023
Quaker Wealth Management
New Jersey
$3.07K +$542 +3 +17%
TFA
1024
Transamerica Financial Advisors
Florida
$3.07K -$5.96K -33 -61%
BHWM
1025
Bay Harbor Wealth Management
Maryland
$2.92K -$361 -2 -9%
39 40
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