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Grayscale CoinDesk Crypto 5 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
51
JFS Wealth Advisors
Pennsylvania
$30.6K – – –
Harbour Investments
52
Harbour Investments
Wisconsin
$28.4K – – –
RIL
53
Rothschild Investment LLC
Illinois
$26.4K – – –
WA
54
WPG Advisers
Maryland
$22.7K +$27.8K +861 New
SWA
55
SOA Wealth Advisors
New York
$19K – – –
Clearstead Advisors
56
Clearstead Advisors
Ohio
$18.3K – – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$17K – – –
US Bancorp
58
US Bancorp
Minnesota
$16.5K – – –
CFFP
59
Center for Financial Planning
Michigan
$12.7K – – –
WAG
60
Wilkerson Advisory Group
Missouri
$12.6K +$3.85K +119 +33%
Allworth Financial
61
Allworth Financial
California
$12.5K -$223K -6,901 -94%
Larson Financial Group
62
Larson Financial Group
Missouri
$10.4K – – –
SIM
63
Sims Investment Management
Ohio
$10.2K +$12.4K +385 New
Ameritas Advisory Services
64
Ameritas Advisory Services
Nebraska
$9.55K +$11.7K +362 New
MCA
65
McGuire Capital Advisors
Oklahoma
$8.71K – – –
SG
66
Sankala Group
Colorado
$8.28K – – –
MCM
67
Manchester Capital Management
Vermont
$7.92K – – –
TC
68
Truvestments Capital
Florida
$7.1K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$6.47K -$16.2K -500 -67%
FP
70
Financial Perspectives
Minnesota
$5.83K – – –
FFG
71
Forum Finance Group
$5K – – –
Parallel Advisors
72
Parallel Advisors
California
$4.75K +$5.82K +180 New
BIM
73
Bullseye Investment Management
Ohio
$3.96K – – –
IFP Advisors
74
IFP Advisors
Florida
$3.56K – – –
AssetMark Inc
75
AssetMark Inc
California
$53 +$65 +2 New