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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
STCOSD
401
Sageworth Trust Company of South Dakota
South Dakota
$6K -$1.28K -21 -16%
TSWM
402
Tyler-Stone Wealth Management
Ohio
$6K – – –
PFGIA
403
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$915 -15 -14%
APC
404
Aspire Private Capital
North Carolina
$5K – – –
CFB
405
Cullen/Frost Bankers
Texas
$5K – – –
CWM
406
Castle Wealth Management
Florida
$5K +$6.1K +100 New
HWM
407
HighMark Wealth Management
Minnesota
$4K – – –
PC
408
Pier Capital
Connecticut
$4K – – –
SWM
409
Sugarloaf Wealth Management
Georgia
$4K – – –
JWA
410
JFS Wealth Advisors
Pennsylvania
$4K +$854 +14 +21%
AF
411
Advisornet Financial
Minnesota
$4K +$3.6K +59 +227%
CMP
412
Coston McIsaac & Partners
Maine
$4K +$4.21K +69 New
VVP
413
Venture Visionary Partners
Ohio
$3.16K +$3.78K +62 New
CA
414
Centerpoint Advisors
Massachusetts
$3K – – –
LWANC
415
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
RG
416
Retirement Group
California
$3K – – –
TFP
417
Tilia Fiduciary Partners
North Carolina
$3K – – –
TF
418
Tompkins Financial
New York
$3K – – –
UB
419
UMB Bank
Missouri
$3K – – –
VCM
420
Versant Capital Management
Arizona
$3K – – –
SC
421
Schubert & Co
Texas
$3K +$1.89K +31 +124%
SSG
422
Summit Securities Group
New York
$3K +$3.66K +60 New
BIA
423
Bell Investment Advisors
California
$3K +$4.02K +66 New
TWA
424
TCI Wealth Advisors
Arizona
$2K -$11.3K -185 -82%
EWA
425
EverSource Wealth Advisors
Alabama
$2K -$10.3K -169 -81%