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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1001
Whipplewood Advisors
Colorado
$21.7K +$20.8K +91 New
GSEP
1002
Golden State Equity Partners
California
$20.5K +$19.7K +86 New
IAAG
1003
Innovative Asset Advisors Group
Connecticut
$19.3K +$18.5K +81 New
UFPG
1004
United Financial Planning Group
New York
$19.3K +$18.5K +81 New
Vanguard National Trust
1005
Vanguard National Trust
Pennsylvania
$19.3K +$18.5K +81 New
CFM
1006
Cornerstone Financial Management
Massachusetts
$19.1K +$1.37K +6 +8%
MAM
1007
Meeder Asset Management
Ohio
$18.3K +$17.6K +77 New
BAM
1008
BOCHK Asset Management
Hong Kong
$17.9K -$17.2K -75 -50%
IPS
1009
Investors Portfolio Services
Washington
$16.7K -$8.7K -38 -39%
TPCW
1010
TD Private Client Wealth
New York
$16.1K +$2.06K +9 +16%
BWA
1011
Basecamp Wealth Advisors
Washington
$16K +$14.2K +62 +1,240%
S
1012
Sachetta
Massachusetts
$13.6K +$5.5K +24 +73%
MTC
1013
Matrix Trust Company
Colorado
$12K +$11.9K +52 New
SGK
1014
Steigerwald Gordon & Koch
Virginia
$11.9K
AIS
1015
Advocate Investing Services
Maryland
$11.9K +$11.4K +50 New
AF
1016
Advisornet Financial
Minnesota
$11.7K +$9.16K +40 +444%
CPG
1017
Cornerstone Planning Group
New Jersey
$11.4K +$6.18K +27 +386%
TM
1018
Torren Management
California
$10.7K -$47.6K -208 -82%
PGAM
1019
Princeton Global Asset Management
New Jersey
$10.7K -$2.29K -10 -18%
FDW
1020
Fourth Dimension Wealth
Ohio
$10.7K +$10.3K +45 New
BCWM
1021
Bartlett & Co Wealth Management
Ohio
$10.6K +$7.33K +32 New
B
1022
Bayban
Minnesota
$10.5K
SWP
1023
Strategic Wealth Partners
Ohio
$10.5K
SEP
1024
Signature Equity Partners
Ohio
$10.5K +$2.75K +12 +38%
CA
1025
Clearstead Advisors
Ohio
$10K -$686K -2,995 -99%