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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1301
Crosspoint Financial
California
– -$245K -1,083 Closed
PFA
1302
Pettinga Financial Advisors
Indiana
– -$243K -1,076 Closed
CAI
1303
Capital Advisors Inc
Oklahoma
– -$242K -1,070 Closed
CAM
1304
Congress Asset Management
Massachusetts
– -$242K -1,070 Closed
CI
1305
Conning Inc
Connecticut
– -$241K -1,064 Closed
CFG
1306
Cooper Financial Group
California
– -$240K -1,063 Closed
FMWA
1307
Forvis Mazars Wealth Advisors
Missouri
– -$239K -1,057 Closed
GCP
1308
GSA Capital Partners
United Kingdom
– -$237K -1,046 Closed
ET
1309
Equitable Trust
Tennessee
– -$235K -1,038 Closed
SWA
1310
Stratos Wealth Advisors
Ohio
– -$234K -1,035 Closed
AIM
1311
Aigen Investment Management
New York
– -$233K -1,029 Closed
WFI
1312
West Family Investments
California
– -$233K -1,029 Closed
SAM
1313
SP Asset Management
California
– -$232K -1,028 Closed
NW
1314
NewEdge Wealth
Pennsylvania
– -$228K -1,009 Closed
WG
1315
WMS Group
Louisiana
– -$227K -1,006 Closed
DIM
1316
Delta Investment Management
California
– -$226K -1,001 Closed
TY
1317
Titiun Yejiel
– -$226K -1,000 Closed
WG
1318
Welch Group
Alabama
– -$226K -1,000 Closed
WDC
1319
Woodward Diversified Capital
California
– -$226K -1,000 Closed
NP
1320
NorthRock Partners
Minnesota
– -$226K -999 Closed
ATPW
1321
Ashton Thomas Private Wealth
Arizona
– -$225K -996 Closed
BC
1322
Bridgefront Capital
Texas
– -$225K -993 Closed
LFAS
1323
Level Four Advisory Services
Texas
– -$223K -988 Closed
SI
1324
Stirlingshire Investments
New York
– -$222K -980 Closed
SWM
1325
SeaCrest Wealth Management
New York
– -$239K -970 Closed
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53
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