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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1001
SRH Advisors
Kansas
$175K – – –
FP
1002
Financial Perspectives
Minnesota
$173K – – –
BBHC
1003
Brown Brothers Harriman & Co
New York
$172K +$69K +295 +151%
A
1004
Allianz
Germany
$163K -$37.9K -162 -26%
ITIM
1005
Indiana Trust & Investment Management
Indiana
$163K – – –
WIM
1006
Westside Investment Management
California
$158K +$35.3K +151 +49%
SOAMC
1007
Spirit of America Management Corp
New York
$158K – – –
AW
1008
Avion Wealth
Texas
$155K +$5.61K +24 +6%
MPWT
1009
MassMutual Private Wealth & Trust
Connecticut
$148K +$68.5K +293 +225%
HIA
1010
Harbor Investment Advisory
Maryland
$144K -$41.1K -176 -30%
GM
1011
GeoWealth Management
Illinois
$143K +$95.4K +408 New
ECM
1012
Estabrook Capital Management
New York
$141K +$93.5K +400 +13,333%
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$141K +$40.2K +172 +75%
TWC
1014
TD Waterhouse Canada
Ontario, Canada
$140K +$82.8K +354 +545%
AAG
1015
Armstrong Advisory Group
Massachusetts
$132K +$81.1K +347 +1,119%
GFM
1016
GF Fund Management
China
$132K +$80.4K +344 +1,012%
M
1017
MOTCO
Texas
$132K – – –
VCM
1018
Versant Capital Management
Arizona
$129K +$19.4K +83 +29%
NG
1019
Novem Group
New York
$127K +$84.6K +362 New
CLOS
1020
Compagnie Lombard Odier SCmA
Switzerland
$126K -$34.6K -148 -29%
GC
1021
Garde Capital
Washington
$124K – – –
KWM
1022
Kiker Wealth Management
Georgia
$124K -$11.2K -48 -12%
HWM
1023
Hemington Wealth Management
Virginia
$123K +$8.88K +38 +12%
NL
1024
NKCFO LLC
Illinois
$123K +$81.8K +350 New
JEST
1025
JTC Employer Solutions Trustee
Jersey
$120K – – –
39 40
41
42 43