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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
CB
401
Community Bank
New York
$14K – – –
GCM
402
Gables Capital Management
Florida
$14K – – –
TFA
403
Toth Financial Advisory
Virginia
$14K – – –
TWM
404
Tradition Wealth Management
Minnesota
$13K – – –
ZIG
405
Zullo Investment Group
Pennsylvania
$11K – – –
STCOSD
406
Sageworth Trust Company of South Dakota
South Dakota
$10K – – –
BFC
407
Bedel Financial Consulting
Indiana
$10K +$4.9K +72 +103%
PA
408
Parallel Advisors
California
$9K -$2.25K -33 -21%
LPWM
409
Lake Point Wealth Management
Texas
$9K – – –
TSWM
410
Tyler-Stone Wealth Management
Ohio
$8K -$1.63K -24 -17%
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$6.87K +101 +1,263%
APC
412
Aspire Private Capital
North Carolina
$7K – – –
CFB
413
Cullen/Frost Bankers
Texas
$7K – – –
CMBA
414
C.M. Bidwell & Associates
Hawaii
$5K – – –
HWM
415
HighMark Wealth Management
Minnesota
$5K – – –
PC
416
Pier Capital
Connecticut
$5K – – –
SWM
417
Sugarloaf Wealth Management
Georgia
$5K – – –
TFP
418
Tilia Fiduciary Partners
North Carolina
$5K – – –
UB
419
UMB Bank
Missouri
$5K – – –
JWA
420
JFS Wealth Advisors
Pennsylvania
$5K +$2.99K +44 +191%
CA
421
Centerpoint Advisors
Massachusetts
$4K – – –
LWANC
422
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
VCM
423
Versant Capital Management
Arizona
$4K – – –
RG
424
Retirement Group
California
$4K +$3.4K +50 New
TF
425
Tompkins Financial
New York
$4K +$3.4K +50 New