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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1126
Caldwell Trust
Florida
$118K +$106K +300 New
FC
1127
Financial Consulate
Maryland
$117K +$10.3K +29 +11%
IPS
1128
Investors Portfolio Services
Washington
$114K +$80.6K +228 +380%
CFO
1129
CVA Family Office
Colorado
$108K +$30.8K +87 +47%
GAM
1130
Generali Asset Management
Italy
$108K +$28.7K +81 +42%
NF
1131
Napier Financial
Massachusetts
$101K +$90.6K +256 New
CH
1132
CDKV Holdings
Colorado
$98.6K -$26.5K -75 -23%
FHC
1133
First Horizon Corporation
Tennessee
$98.2K +$34.7K +98 +65%
CAM
1134
Close Asset Management
United Kingdom
$97K – – –
HPC
1135
HM Payson & Co
Maine
$92.7K +$83.1K +235 New
FFO
1136
Fortitude Family Office
Arizona
$92.7K +$1.06K +3 +1%
DJSG
1137
D.J. St. Germain
Massachusetts
$86K – – –
ZBNA
1138
Zions Bancorporation, National Association
Utah
$84.8K +$3.18K +9 +4%
MG
1139
Mather Group
Illinois
$80.5K +$22.3K +63 +45%
TPCW
1140
TD Private Client Wealth
New York
$77.5K +$45.6K +129 +193%
PP
1141
PFS Partners
New Jersey
$76.5K – – –
TCM
1142
Triumph Capital Management
Colorado
$74.6K +$11K +31 +20%
CMBA
1143
C.M. Bidwell & Associates
Hawaii
$73.4K -$209K -591 -76%
KFG
1144
Kingdom Financial Group
Arizona
$65.5K -$354K -1,000 -86%
1M
1145
1248 Management
Missouri
$62.7K – – –
AF
1146
Advisornet Financial
Minnesota
$60.7K +$37.1K +105 +214%
CTA
1147
Colonial Trust Advisors
South Carolina
$59.2K – – –
JWA
1148
JFS Wealth Advisors
Pennsylvania
$56.8K – – –
RA
1149
RiverPark Advisors
New York
$54.4K -$457K -1,293 -90%
GCP
1150
Gill Capital Partners
Colorado
$52.5K – – –