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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$12.3K +$1.49K +20 +17%
AF
477
Allworth Financial
California
$12.2K +$1.27K +17 +14%
Bessemer Group
478
Bessemer Group
New Jersey
$12K +$3.06K +41 +44%
CIBC Private Wealth Group
479
CIBC Private Wealth Group
Georgia
$11.5K -$14.5K -194 -60%
SWA
480
SOA Wealth Advisors
New York
$10.8K – – –
HI
481
Harbour Investments
Wisconsin
$9.87K +$822 +11 +11%
M
482
MOTCO
Texas
$8.89K – – –
JWA
483
JFS Wealth Advisors
Pennsylvania
$8.18K +$374 +5 +6%
AFWM
484
Abich Financial Wealth Management
Virginia
$8K +$3.81K +51 +131%
SIS
485
Sound Income Strategies
Florida
$7.38K – – –
CPA
486
Capital Performance Advisors
California
$7.02K +$5.9K +79 New
HWM
487
Hemington Wealth Management
Virginia
$7K +$5.75K +77 New
VWM
488
Venturi Wealth Management
Texas
$6.93K +$5.83K +78 New
SWM
489
Sugarloaf Wealth Management
Georgia
$6.67K -$26.2K -350 -82%
MG
490
Mather Group
Illinois
$6.58K – – –
PWMG
491
Private Wealth Management Group
New Jersey
$6.49K – – –
CMP
492
Coston McIsaac & Partners
Maine
$6K – – –
FDCDDQ
493
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.78K – – –
LIS
494
Legacy Investment Solutions
Idaho
$5.24K +$3.81K +51 New
LWMI
495
Legacy Wealth Management (Idaho)
Idaho
$5.24K +$3.81K +51 New
PS
496
Principal Securities
Iowa
$4.8K +$4.04K +54 New
AIC
497
Archer Investment Corporation
Indiana
$4.62K +$897 +12 +30%
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$4.45K – – –
S
499
Sachetta
Massachusetts
$4.09K +$2.39K +32 +229%
GM
500
GeoWealth Management
Illinois
$4K +$3.36K +45 New