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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
576
Farther Finance Advisors
California
$578K +$112K +751 +32%
RSC
577
Red Spruce Capital
Pennsylvania
$575K
Carson Wealth (CWM LLC)
578
Carson Wealth (CWM LLC)
Nebraska
$573K -$211K -1,410 -31%
BWFA
579
Baltimore-Washington Financial Advisors
Maryland
$571K +$13.9K +93 +3%
PE
580
PCM Encore
Colorado
$563K +$456K +3,050 New
CA
581
Clearstead Advisors
Ohio
$561K +$47.1K +315 +12%
LWM
582
Lyell Wealth Management
California
$554K
VI
583
Versor Investments
New York
$545K -$263K -1,760 -37%
LTI
584
Laffer Tengler Investments
Tennessee
$543K +$440K +2,941 New
AC
585
AXQ Capital
New Jersey
$542K +$439K +2,934 New
BC
586
Bridgefront Capital
Texas
$536K -$270K -1,804 -38%
Hudson Bay Capital Management
587
Hudson Bay Capital Management
Connecticut
$532K -$14.2M -95,054 -97%
HSA
588
HBK Sorce Advisory
Pennsylvania
$529K +$68.2K +456 +24%
Wealthfront Advisers
589
Wealthfront Advisers
California
$528K -$73.3K -490 -15%
VT
590
Vise Technologies
New York
$524K +$115K +769 +37%
GC
591
Gilbert & Cook
Iowa
$518K +$420K +2,809 New
UCFA
592
United Capital Financial Advisors
Texas
$518K -$35K -234 -8%
PD
593
Planning Directions
Pennsylvania
$517K +$419K +2,800 New
CIAM
594
Caitong International Asset Management
Hong Kong
$515K +$417K +2,791 New
NW
595
NewEdge Wealth
Pennsylvania
$509K +$32.2K +215 +8%
HI
596
Harbour Investments
Wisconsin
$504K +$20.6K +138 +5%
CFO
597
Cambient Family Office
Michigan
$503K +$407K +2,723 New
ECSS
598
Eurizon Capital SGR SpA
$502K +$404K +2,698 New
HCS
599
Himension Capital (Singapore)
Singapore
$501K +$406K +2,716 New
PFS
600
Prospera Financial Services
Texas
$499K -$820K -5,481 -67%