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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
1026
New Republic Capital
North Carolina
$219K +$16.3K +48 +8%
AO
1027
Advisor OS
Illinois
$219K -$3.39K -10 -2%
TSS
1028
Two Sigma Securities
New York
$219K +$24.1K +71 +12%
MPWT
1029
MassMutual Private Wealth & Trust
Connecticut
$218K +$76K +224 +53%
MWM
1030
Modera Wealth Management
New Jersey
$218K -$12.9K -38 -6%
WSFS
1031
Wilmington Savings Fund Society
Delaware
$218K -$609K -1,797 -74%
TWM
1032
TSA Wealth Management
Texas
$217K +$339 +1 +0.2%
SIM
1033
Sentry Investment Management
Wisconsin
$217K -$75.3K -222 -28%
CC
1034
Citrine Capital
California
$216K -$16.6K -49 -7%
GFG
1035
GR Financial Group
Arizona
$214K +$215K +633 New
IW
1036
Instrumental Wealth
Florida
$213K +$22.4K +66 +11%
FWP
1037
FAS Wealth Partners
Kansas
$212K +$339 +1 +0.2%
AAS
1038
Ameritas Advisory Services
Nebraska
$211K -$8.14K -24 -4%
FFG
1039
Frisch Financial Group
New York
$209K – – –
BFWA
1040
Benchmark Financial Wealth Advisors
Florida
$209K +$6.44K +19 +3%
WFA
1041
Wellspring Financial Advisors
Ohio
$209K +$13.6K +40 +7%
JFGIW
1042
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K -$78.3K -231 -27%
OL
1043
OneFund LLC
Florida
$207K +$8.48K +25 +4%
GWSG
1044
GPS Wealth Strategies Group
Colorado
$206K +$32.2K +95 +18%
RIS
1045
Richmond Investment Services
Wisconsin
$205K +$10.5K +31 +5%
VIP
1046
Vista Investment Partners
Oklahoma
$205K – – –
VFG
1047
Victory Financial Group
Texas
$204K +$204K +603 New
SWA
1048
SFMG Wealth Advisors
Texas
$203K +$203K +600 New
NAS
1049
NWF Advisory Services
California
$202K +$6.78K +20 +3%
AEPWM
1050
Atlantic Edge Private Wealth Management
Florida
$202K +$8.48K +25 +4%
40 41
42
43 44