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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1001
Fourth Dimension Wealth
Ohio
$12.2K – – –
HNB
1002
Hilltop National Bank
Wyoming
$12.2K +$4.92K +25 +56%
SIC
1003
Salem Investment Counselors
North Carolina
$12.2K +$13.8K +70 New
JWA
1004
JFS Wealth Advisors
Pennsylvania
$12K -$1.18K -6 -8%
S
1005
Sachetta
Massachusetts
$12K +$2.56K +13 +23%
CJ
1006
Caitlin John
Michigan
$11.9K -$48.6K -247 -78%
KFI
1007
Key Financial Inc
Pennsylvania
$11.7K +$13.2K +67 New
MFT
1008
Moisand Fitzgerald Tamayo
Florida
$11.3K – – –
TC
1009
Truvestments Capital
Florida
$11.2K +$1.18K +6 +10%
HWA
1010
HHM Wealth Advisors
Tennessee
$11K – – –
WWM
1011
Wolff Wiese Magana
California
$11K +$1.57K +8 +15%
IWS
1012
Intentional Wealth Strategies
Colorado
$10.8K +$12.2K +62 New
MIFH
1013
Migdal Insurance & Financial Holdings
Israel
$10.8K +$12.2K +62 New
ECA
1014
Elevated Capital Advisors
Utah
$10.7K – – –
MFP
1015
Meramec Financial Planners
Missouri
$10.4K +$9.64K +49 New
DIP
1016
DT Investment Partners
Pennsylvania
$10.3K – – –
BWL
1017
Bogart Wealth LLC
Virginia
$10.3K +$3.15K +16 +37%
HNW
1018
High Note Wealth
Minnesota
$10.3K +$6.5K +33 +127%
CWM
1019
Copia Wealth Management
Oregon
$10.1K – – –
SG
1020
Sankala Group
Colorado
$10.1K – – –
CMP
1021
Coston McIsaac & Partners
Maine
$10K +$11.8K +60 New
FMP
1022
Financial Management Professionals
Texas
$9.6K +$4.72K +24 +77%
PWMG
1023
Private Wealth Management Group
New Jersey
$9.43K – – –
TFA
1024
Transamerica Financial Advisors
Florida
$9.43K +$8.46K +43 +391%
AWM
1025
Abound Wealth Management
Tennessee
$9.26K +$591 +3 +6%
39 40
41
42 43