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COIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1376
Claris Financial
Virginia
– -$319K -944 Closed
FHWM
1377
Fox Hill Wealth Management
Massachusetts
– -$318K -942 Closed
TWM
1378
Tradition Wealth Management
Minnesota
– -$315K -933 Closed
AP
1379
Americana Partners
Texas
– -$313K -926 Closed
PCP
1380
Proficio Capital Partners
Massachusetts
– -$309K -915 Closed
HCA
1381
Heck Capital Advisors
Wisconsin
– -$305K -905 Closed
OFG
1382
Oxford Financial Group
Indiana
– -$303K -898 Closed
DWP
1383
Daymark Wealth Partners
Ohio
– -$296K -878 Closed
FA
1384
Fiducient Advisors
Illinois
– -$293K -868 Closed
FCP
1385
Fidelis Capital Partners
Florida
– -$292K -866 Closed
JPLA
1386
Joseph P. Lucia & Associates
New York
– -$291K -862 Closed
FWM
1387
Focused Wealth Management
New York
– -$285K -845 Closed
LHWM
1388
Lake Hills Wealth Management
Texas
– -$285K -844 Closed
HIC
1389
Holderness Investments Company
North Carolina
– -$282K -835 Closed
SMA
1390
Sage Mountain Advisors
Georgia
– -$281K -832 Closed
MAWA
1391
Moss Adams Wealth Advisors
Washington
– -$280K -831 Closed
KP
1392
Keel Point
Alabama
– -$280K -829 Closed
APP
1393
Avantax Planning Partners
Iowa
– -$278K -823 Closed
FFS
1394
Founders Financial Securities
Maryland
– -$276K -818 Closed
CRC
1395
Curi RMB Capital
Illinois
– -$273K -810 Closed
KIC
1396
Kensington Investment Counsel
California
– -$273K -808 Closed
LIA
1397
LS Investment Advisors
Michigan
– -$266K -787 Closed
BAM
1398
Blueshift Asset Management
New Jersey
– -$265K -786 Closed
SCP
1399
Sivia Capital Partners
California
– -$265K -785 Closed
KFC
1400
Klingenstein Fields & Co
New York
– -$265K -784 Closed
54 55
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