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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$37K +$15.4K +376 +50%
FWM
327
Focused Wealth Management
New York
$34.3K +$30.8K +750 +250%
CFFP
328
Center for Financial Planning
Michigan
$32.6K
C
329
Covestor
United Kingdom
$31K -$698 -17 -2%
BCM
330
BluePath Capital Management
Georgia
$24.7K +$31.1K +758 New
SWM
331
Sugarloaf Wealth Management
Georgia
$23.7K +$26.7K +650 +867%
CFG
332
CKW Financial Group
Hawaii
$23K
CWC
333
Carolinas Wealth Consulting
North Carolina
$22.5K
QPBE
334
Quintet Private Bank (Europe)
Luxembourg
$21.8K +$27.4K +668 New
AA
335
Ancora Advisors
Ohio
$21.8K +$6.16K +150 +29%
Creative Planning
336
Creative Planning
Kansas
$20.2K -$197K -4,805 -89%
FCMT
337
Founders Capital Management (Texas)
Texas
$19.6K
RFA
338
Register Financial Advisors
Georgia
$19.6K
VCM
339
Versant Capital Management
Arizona
$18.4K +$13.1K +320 +132%
QCG
340
Quadrant Capital Group
Ohio
$17K -$20K -486 -48%
WTC
341
WhitTier Trust Company
Nevada
$16.3K
Nomura Asset Management
342
Nomura Asset Management
Japan
$16.2K
CSPIA
343
Cary Street Partners Investment Advisory
Virginia
$15K +$7.35K +179 +64%
PPC
344
Park Place Capital
Alabama
$13.4K +$7.55K +184 +81%
OIA
345
Optimum Investment Advisors
Illinois
$13.1K
PCM
346
Peregrine Capital Management
Minnesota
$13.1K
SWA
347
SOA Wealth Advisors
New York
$11.8K +$14.9K +363 New
SCA
348
Stonebridge Capital Advisors
Minnesota
$11.6K
FHA
349
First Horizon Advisors
Tennessee
$10.5K
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$9.99K +$985 +24 +9%