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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
301
TRUE Private Wealth Advisors
Oregon
$18K +$15.9K +400 New
RAM
302
Riggs Asset Management
Pennsylvania
$14K – – –
OPS
303
Orion Portfolio Solutions
Nebraska
$14K +$12.1K +304 New
William Blair & Company
304
William Blair & Company
Illinois
$13K +$40 +1 +0.4%
QCG
305
Quadrant Capital Group
Ohio
$13K +$2.22K +56 +25%
SFM
306
Systematic Financial Management
New Jersey
$12K – – –
APWA
307
Atlas Private Wealth Advisors
New Jersey
$12K +$9.91K +250 New
CB
308
Community Bank
New York
$9K – – –
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
RE
310
RBC Europe
United Kingdom
$7.08K +$5.95K +150 New
GAM
311
Gemmer Asset Management
California
$7K – – –
EIP
312
Ellis Investment Partners
Pennsylvania
$6K – – –
LWM
313
Lenox Wealth Management
Ohio
$6K – – –
PC
314
Permanens Capital
New York
$5K – – –
GWMIA
315
Global Wealth Management Investment Advisory
Florida
$5K +$3.96K +100 New
PIMG
316
Patriot Investment Management Group
Tennessee
$4.72K +$3.96K +100 New
AWA
317
Arkadios Wealth Advisors
Georgia
$4.34K – – –
SWM
318
Sugarloaf Wealth Management
Georgia
$4K – – –
BFC
319
Bedel Financial Consulting
Indiana
$3K – – –
HWM
320
HighMark Wealth Management
Minnesota
$3K – – –
CAC
321
Certified Advisory Corp
Florida
$3K +$991 +25 +86%
MIM
322
Macroview Investment Management
Maryland
$3K +$2.62K +66 New
IFAM
323
Institutional & Family Asset Management
Colorado
$2K -$436 -11 -23%
WEC
324
Winslow Evans & Crocker
Massachusetts
$2K -$40 -1 -3%
MAWCM
325
Mine & Arao Wealth Creation & Management
California
$2K – – –