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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1226
Dogwood Wealth Management
Kansas
$10.5K +$2.37K +7 +29%
MIM
1227
MTM Investment Management
South Carolina
$10.1K – – –
WPA
1228
Wealth Preservation Advisors
Tennessee
$10.1K – – –
TIM
1229
Tortoise Investment Management
New York
$10.1K +$678 +2 +7%
AWM
1230
AllSquare Wealth Management
New York
$10.1K +$3.39K +10 +50%
WB
1231
Webster Bank
Connecticut
$10.1K +$10.2K +30 New
T
1232
Transce3nd
Texas
$10K -$2.37K -7 -19%
RBC
1233
Roble Belko & Company
Pennsylvania
$10K – – –
MSG
1234
Main Street Group
Virginia
$9.45K – – –
PWMG
1235
Prestige Wealth Management Group
New Jersey
$9.11K +$2.71K +8 +42%
SA
1236
Scarborough Advisors
Maryland
$9.11K – – –
MCI
1237
MRP Capital Investments
Georgia
$8.76K – – –
CVM
1238
Cheviot Value Management
California
$8.53K – – –
LWMI
1239
Legacy Wealth Management (Idaho)
Idaho
$8.44K -$339 -1 -4%
EAM
1240
Eukles Asset Management
Ohio
$8.44K – – –
GK
1241
Graney & King
New York
$8.44K – – –
OCM
1242
Orion Capital Management
California
$8.44K – – –
RA
1243
Ransom Advisory
Rhode Island
$8.44K – – –
TCOV
1244
Trust Company of Vermont
Vermont
$8.44K – – –
OP
1245
ORG Partners
Indiana
$8.43K +$3.39K +10 +67%
NWM
1246
Navigoe Wealth Management
California
$8K +$8.82K +26 New
RWM
1247
Raffa Wealth Management
District of Columbia
$7.42K -$1.7K -5 -19%
GIA
1248
GHP Investment Advisors
Colorado
$7.42K – – –
TCOT
1249
Trust Company of Toledo
Ohio
$7.42K +$1.7K +5 +29%
TPBG
1250
Turning Point Benefit Group
Maryland
$7.27K +$7.12K +21 New
48 49
50
51 52