We are live on ! Find out more
COHR icon

Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
SN
1026
Sittner & Nelson
Oregon
$253K – – –
AMG
1027
Advisors Management Group
Wisconsin
$250K +$225K +636 New
BRWA
1028
B. Riley Wealth Advisors
Florida
$250K +$226K +638 New
BPAMU
1029
BTG Pactual Asset Management US
New York
$249K +$223K +630 New
TCIIS
1030
TIAA-CREF Individual & Institutional Services
New York
$248K +$222K +629 New
TCWA
1031
Turtle Creek Wealth Advisors
Texas
$246K +$221K +624 New
AWA
1032
Aaron Wealth Advisors
Illinois
$246K +$220K +623 New
RBFC
1033
Roman Butler Fullerton & Co
Missouri
$245K +$282K +797 New
IC
1034
IEQ Capital
California
$244K +$219K +619 New
IAS
1035
Integrity Advisory Solutions
Texas
$244K +$219K +619 New
FFA
1036
Founders Financial Alliance
North Carolina
$243K +$218K +615 New
GCIA
1037
Gabelli & Co Investment Advisers
New York
$242K +$217K +614 New
HCM
1038
Howard Capital Management
Georgia
$242K +$217K +613 New
NEI
1039
Northwest & Ethical Investments
Ontario, Canada
$241K -$357K -1,008 -62%
FA
1040
Fiduciary Alliance
South Carolina
$240K +$215K +608 New
ACM
1041
Arlington Capital Management
Illinois
$237K +$213K +602 New
BCA
1042
Bay Colony Advisors
Massachusetts
$237K +$213K +601 New
ZWA
1043
Zinnia Wealth Advisory
Florida
$237K +$213K +601 New
RCM
1044
Richardson Capital Management
Wisconsin
$237K – – –
AC
1045
AlphaCore Capital
California
$237K +$212K +600 New
SFS
1046
Sharp Financial Services
Pennsylvania
$237K +$212K +600 New
SFG
1047
Sovereign Financial Group
Connecticut
$234K +$210K +593 New
TWM
1048
TRB Wealth Management
Texas
$233K +$209K +591 New
PWG
1049
Portside Wealth Group
Utah
$230K +$206K +582 New
IIL
1050
Income Insurance Ltd
$229K +$205K +580 New