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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
1026
Quaker Wealth Management
New Jersey
$3.07K +$542 +3 +17%
TFA
1027
Transamerica Financial Advisors
Florida
$3.07K -$5.96K -33 -61%
BHWM
1028
Bay Harbor Wealth Management
Maryland
$2.92K -$361 -2 -9%
CIS
1029
Custom Index Systems
New York
$2.92K +$3.61K +20 New
BAM
1030
Bellevue Asset Management
Washington
$2.92K – – –
AT
1031
Arlington Trust
Alabama
$2.78K -$542 -3 -14%
MAM
1032
Marquette Asset Management
Minnesota
$2.49K -$2.17K -12 -41%
TWD
1033
True Wealth Design
Ohio
$2.49K +$542 +3 +21%
BL
1034
BFSG LLC
California
$2.49K +$3.07K +17 New
BFPW
1035
BOK Financial Private Wealth
Colorado
$2.49K +$3.07K +17 New
KFI
1036
Key Financial Inc
Pennsylvania
$2.48K -$9.03K -50 -75%
1IA
1037
1620 Investment Advisors
Massachusetts
$2.48K – – –
ATC
1038
Adirondack Trust Company
New York
$2.48K – – –
RWS
1039
Retirement Wealth Solutions
Wisconsin
$2.34K -$2.17K -12 -43%
PWA
1040
Principia Wealth Advisory
Texas
$2.34K – – –
PS
1041
Planning Strategies
Pennsylvania
$2.34K +$2.89K +16 New
SIC
1042
SJS Investment Consulting
Ohio
$2.19K -$6.14K -34 -69%
SC
1043
SouthState Corp
Florida
$2.19K -$2.53K -14 -48%
Q1WB
1044
Quest 10 Wealth Builders
Virginia
$2.19K – – –
MB
1045
MidFirst Bank
Oklahoma
$2.19K +$1.44K +8 +114%
CAM
1046
Chesapeake Asset Management
New York
$2.19K – – –
KG
1047
Kilter Group
New York
$2.05K -$4.51K -25 -64%
CWP
1048
Concord Wealth Partners
Virginia
$2.05K +$2.53K +14 New
CA
1049
Centerpoint Advisors
Massachusetts
$2K – – –
DPW
1050
DiNuzzo Private Wealth
Pennsylvania
$1.9K – – –
40 41
42
43 44