We are live on ! Find out more
COHR icon

Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
PC
726
Panoramic Capital
California
$986K +$884K +2,500 New
FWM
727
Forza Wealth Management
Florida
$971K – – –
FTWA
728
Fifth Third Wealth Advisors
Ohio
$970K +$135K +381 +18%
CFO
729
Cambient Family Office
Michigan
$968K -$95.5K -270 -10%
CM
730
Caption Management
Oklahoma
$967K +$867K +2,452 New
S
731
SignatureFD
Georgia
$956K +$199K +563 +30%
AG
732
Ascent Group
Virginia
$952K +$853K +2,412 New
SAM
733
Sunstone Asset Management
New York
$947K +$849K +2,400 New
SC
734
Savant Capital
Illinois
$946K +$339K +957 +60%
SCM
735
SKBA Capital Management
California
$943K -$290K -820 -26%
AAP
736
Arax Advisory Partners
Colorado
$942K +$681K +1,925 +417%
PS
737
Principal Securities
Iowa
$926K +$10.6K +30 +1%
RWM
738
Ritholtz Wealth Management
New York
$921K +$273K +772 +49%
CGIM
739
Capital Group Investment Management
Singapore
$916K +$821K +2,322 New
MC
740
Maverick Capital
Texas
$914K -$1.61M -4,551 -66%
OWA
741
One Wealth Advisors
California
$903K +$3.54K +10 +0.4%
RIG
742
RiverFront Investment Group
Virginia
$900K +$807K +2,282 New
CAM
743
Cresset Asset Management
Illinois
$898K +$89.5K +253 +13%
KWM
744
Kingsview Wealth Management
Oregon
$895K +$803K +2,269 New
ADEF
745
ABS Direct Equity Fund
Connecticut
$892K +$173K +489 +163%
AIM
746
ABS Investment Management
Connecticut
$892K +$279K +789 New
First Manhattan
747
First Manhattan
New York
$890K -$53.1K -150 -6%
GSIS
748
Global Strategic Investment Solutions
Arizona
$889K -$17.3K -49 -2%
CL
749
Choreo LLC
Illinois
$882K +$172K +487 +28%
KeyBank National Association
750
KeyBank National Association
Ohio
$875K +$785K +2,219 New