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Coinbase
COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
UBP
1101
Union Bancaire Privee
Switzerland
$31.7K +$24.5K +105 New
SWP
1102
SIMA Wealth Partners
Virginia
$30.5K – – –
CFB
1103
Cullen/Frost Bankers
Texas
$30.1K +$20.1K +86 New
EWP
1104
Elevation Wealth Partners
California
$29.8K -$3.04K -13 -13%
SIC
1105
Salem Investment Counselors
North Carolina
$29.8K -$2.1K -9 -10%
T
1106
Tidemark
California
$29.4K +$701 +3 +4%
EPIME
1107
Evelyn Partners Investment Management (Europe)
$29.1K – – –
FIM
1108
FWL Investment Management
Texas
$28K – – –
SRCM
1109
Signature Resources Capital Management
California
$25.6K – – –
ADL
1110
Asset Dedication LLC
California
$24.5K +$234 +1 +1%
MFT
1111
Moisand Fitzgerald Tamayo
Florida
$22.8K -$1.17K -5 -7%
BI
1112
Binnacle Investments
Iowa
$22.8K – – –
CWM
1113
Centricity Wealth Management
Ohio
$22.8K – – –
PPA
1114
Painted Porch Advisors
California
$21.7K – – –
SO
1115
Sierra Ocean
California
$21.4K +$11.5K +49 +408%
TIM
1116
Total Investment Management
Arizona
$21K +$14K +60 New
EPIMS
1117
Evelyn Partners Investment Management Services
$20.7K -$29.2K -125 -68%
DIP
1118
DT Investment Partners
Pennsylvania
$20.7K – – –
HWA
1119
HHM Wealth Advisors
Tennessee
$20.7K – – –
JWA
1120
JFS Wealth Advisors
Pennsylvania
$20.3K +$5.38K +23 +66%
EWM
1121
Evolution Wealth Management
Florida
$20K +$13.3K +57 New
S
1122
Sachetta
Massachusetts
$19.6K +$1.64K +7 +14%
PTC
1123
Private Trust Company
Ohio
$19.6K +$13.1K +56 New
PWMG
1124
Private Wealth Management Group
New Jersey
$19.3K -$3.27K -14 -20%
RWM
1125
Rialto Wealth Management
New York
$18.9K +$5.14K +22 +69%
43 44
45
46 47