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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1001
Bare Financial Services
Pennsylvania
$22.4K +$1.15K +5 +6%
PWMG
1002
Private Wealth Management Group
New Jersey
$21.7K +$687 +3 +3%
WA
1003
Whipplewood Advisors
Colorado
$21.7K +$20.8K +91 New
GSEP
1004
Golden State Equity Partners
California
$20.5K +$19.7K +86 New
IAAG
1005
Innovative Asset Advisors Group
Connecticut
$19.3K +$18.5K +81 New
UFPG
1006
United Financial Planning Group
New York
$19.3K +$18.5K +81 New
Vanguard National Trust
1007
Vanguard National Trust
Pennsylvania
$19.3K +$18.5K +81 New
CFM
1008
Cornerstone Financial Management
Massachusetts
$19.1K +$1.37K +6 +8%
MAM
1009
Meeder Asset Management
Ohio
$18.3K +$17.6K +77 New
BAM
1010
BOCHK Asset Management
Hong Kong
$17.9K -$17.2K -75 -50%
IPS
1011
Investors Portfolio Services
Washington
$16.7K -$8.7K -38 -39%
TPCW
1012
TD Private Client Wealth
New York
$16.1K +$2.06K +9 +16%
BWA
1013
Basecamp Wealth Advisors
Washington
$16K +$14.2K +62 +1,240%
S
1014
Sachetta
Massachusetts
$13.6K +$5.5K +24 +73%
MTC
1015
Matrix Trust Company
Colorado
$12K +$11.9K +52 New
SGK
1016
Steigerwald Gordon & Koch
Virginia
$11.9K – – –
AIS
1017
Advocate Investing Services
Maryland
$11.9K +$11.4K +50 New
AF
1018
Advisornet Financial
Minnesota
$11.7K +$9.16K +40 +444%
CPG
1019
Cornerstone Planning Group
New Jersey
$11.4K +$6.18K +27 +386%
TM
1020
Torren Management
California
$10.7K -$47.6K -208 -82%
PGAM
1021
Princeton Global Asset Management
New Jersey
$10.7K -$2.29K -10 -18%
FDW
1022
Fourth Dimension Wealth
Ohio
$10.7K +$10.3K +45 New
BCWM
1023
Bartlett & Co Wealth Management
Ohio
$10.6K +$7.33K +32 New
B
1024
Bayban
Minnesota
$10.5K – – –
SWP
1025
Strategic Wealth Partners
Ohio
$10.5K – – –