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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
351
Focused Wealth Management
New York
$18K – – –
PCC
352
Park Circle Company
Maryland
$18K – – –
SWM
353
Spire Wealth Management
Virginia
$18K – – –
RE
354
RBC Europe
United Kingdom
$17.8K – – –
Koshinski Asset Management
355
Koshinski Asset Management
Illinois
$17.8K +$19.6K +300 New
QCG
356
Quadrant Capital Group
Ohio
$17K +$1.37K +21 +8%
TCM
357
Tradewinds Capital Management
Washington
$17K +$18.6K +285 New
APWA
358
Atlas Private Wealth Advisors
New Jersey
$15K – – –
BCV
359
Banque Cantonale Vaudoise
Switzerland
$15K – – –
HI
360
Harbour Investments
Wisconsin
$15K +$6.27K +96 +61%
RAM
361
Riggs Asset Management
Pennsylvania
$14K – – –
SIC
362
Salem Investment Counselors
North Carolina
$13K +$14.5K +222 New
CB
363
Community Bank
New York
$12K – – –
GCM
364
Gables Capital Management
Florida
$12K – – –
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
ST
366
Sageworth Trust
Pennsylvania
$11K – – –
TWM
367
Tradition Wealth Management
Minnesota
$11K +$1.04K +16 +9%
CFGS
368
Concourse Financial Group Securities
Alabama
$9K – – –
CYG
369
Clean Yield Group
Vermont
$8K – – –
EIP
370
Ellis Investment Partners
Pennsylvania
$8K – – –
LPWM
371
Lake Point Wealth Management
Texas
$8K – – –
BBHC
372
Brown Brothers Harriman & Co
New York
$8K +$8.81K +135 New
NL
373
NVWM LLC
Pennsylvania
$7K – – –
APC
374
Aspire Private Capital
North Carolina
$6K – – –
PC
375
Pier Capital
Connecticut
$6K +$1.57K +24 +31%