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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
BCV
651
Banque Cantonale Vaudoise
Switzerland
$751K +$705K +3,079 +4,276%
SPWM
652
Straight Path Wealth Management
Michigan
$750K +$721K +3,150 New
IPW
653
Impact Partnership Wealth
Georgia
$746K -$188K -821 -21%
TE
654
Tema ETFs
New York
$746K +$717K +3,132 New
RSC
655
Red Spruce Capital
Pennsylvania
$742K
MWM
656
Mindset Wealth Management
Indiana
$736K -$325K -1,418 -31%
AssetMark Inc
657
AssetMark Inc
California
$727K +$657K +2,869 +1,551%
I
658
InceptionR
California
$725K +$697K +3,045 New
IA
659
Investor AB
Sweden
$715K -$687K -3,000 -50%
BWFA
660
Baltimore-Washington Financial Advisors
Maryland
$715K -$21.3K -93 -3%
LWM
661
Lyell Wealth Management
California
$715K
RP
662
Regal Partners
Australia
$715K +$687K +3,000 New
EH
663
Equitable Holdings
New York
$714K +$128K +561 +17%
NG
664
Norden Group
Utah
$711K +$206K +899 +43%
DWM
665
Dakota Wealth Management
Florida
$705K +$386K +1,687 +133%
LFAS
666
Level Four Advisory Services
Texas
$702K +$187K +818 +38%
TG
667
TCW Group
California
$694K +$115K +501 +21%
PD
668
Planning Directions
Pennsylvania
$691K +$22.9K +100 +4%
RA
669
REX Advisers
Connecticut
$691K +$664K +2,900 New
FCM
670
Fieldview Capital Management
Michigan
$685K +$89.3K +390 +16%
AF
671
Atala Financial
California
$685K +$11.4K +50 +2%
PFS
672
Prospera Financial Services
Texas
$679K +$33.2K +145 +5%
CAS
673
CTC Alternative Strategies
Illinois
$675K +$344K +1,503 +113%
UCFA
674
United Capital Financial Advisors
Texas
$672K +$3.66K +16 +0.6%
GC
675
Gilbert & Cook
Iowa
$664K -$5.04K -22 -0.8%