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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1001
Drive Wealth Management
Utah
$242K +$243K +717 New
WW
1002
Waterfront Wealth
Kansas
$241K +$11.9K +35 +5%
FFA
1003
Founders Financial Alliance
North Carolina
$241K +$242K +715 New
HSWM
1004
Hubbell Strickland Wealth Management
Louisiana
$240K – – –
ML
1005
McAdam LLC
Pennsylvania
$240K -$210K -619 -47%
TWA
1006
TCI Wealth Advisors
Arizona
$235K +$19.3K +57 +9%
SC
1007
Syon Capital
California
$234K +$3.39K +10 +1%
CI
1008
CX Institutional
Indiana
$233K +$62.7K +185 +37%
SSG
1009
Summit Securities Group
New York
$233K +$186K +548 +386%
C
1010
Certuity
Florida
$232K +$233K +688 New
PCM
1011
Prelude Capital Management
New York
$232K -$277K -816 -54%
BAM
1012
Berkshire Asset Management
Pennsylvania
$230K -$3.39K -10 -1%
RCA
1013
Riverview Capital Advisers
Massachusetts
$229K +$230K +678 New
SFS
1014
Strategic Financial Services
New York
$228K +$339 +1 +0.1%
PG
1015
Patten Group
Tennessee
$227K +$228K +673 New
CCM
1016
Consolidated Capital Management
California
$227K +$228K +672 New
RBC
1017
Romano Brothers & Co
Illinois
$227K – – –
BFA
1018
Bill Few Associates
Pennsylvania
$226K – – –
SIAP
1019
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$224K – – –
RWM
1020
Revisor Wealth Management
Ohio
$224K – – –
MFIM
1021
Mesirow Financial Investment Management
Illinois
$224K -$4.07K -12 -2%
GC
1022
Grimes & Company
Massachusetts
$223K +$224K +661 New
CA
1023
Clearstead Advisors
Ohio
$223K -$65.4K -193 -23%
MCA
1024
Magnolia Capital Advisors
Mississippi
$222K -$56.3K -166 -20%
LIM
1025
Leavell Investment Management
Alabama
$221K +$1.02K +3 +0.5%
39 40
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