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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1151
Indiana Trust & Investment Management
Indiana
$51.3K – – –
EWM
1152
Evermay Wealth Management
Virginia
$48.9K +$43.9K +124 New
MEG
1153
Millstone Evans Group
Colorado
$47.7K – – –
SWA
1154
SOA Wealth Advisors
New York
$47.7K – – –
CWA
1155
Carolina Wealth Advisors
South Carolina
$47.7K +$9.2K +26 +27%
CMA
1156
Cedar Mountain Advisors
Oregon
$46.2K – – –
CFD
1157
Creative Financial Designs
Indiana
$45.8K -$1.77K -5 -4%
CAN
1158
Capital Advisor Network
Indiana
$45K +$40.3K +114 New
LI
1159
LRI Investments
Florida
$45K +$2.83K +8 +8%
FMII
1160
Farmers & Merchants Investments Inc
Nebraska
$44.6K -$3.54K -10 -8%
BIA
1161
Bell Investment Advisors
California
$44.2K +$707 +2 +2%
AIS
1162
Advocate Investing Services
Maryland
$43.4K +$21.2K +60 +120%
FCAS
1163
First Command Advisory Services
Texas
$42.6K +$35.7K +101 +1,443%
WSFS
1164
Wilmington Savings Fund Society
Delaware
$42.6K +$38.2K +108 New
SFCL
1165
Strengthening Families & Communities LLC
Massachusetts
$41.4K +$1.77K +5 +5%
CFM
1166
Cornerstone Financial Management
Massachusetts
$41K +$8.49K +24 +30%
BFS
1167
Bare Financial Services
Pennsylvania
$40.6K +$3.18K +9 +10%
CAM
1168
Costello Asset Management
Pennsylvania
$39.4K – – –
BAM
1169
BOCHK Asset Management
Hong Kong
$39.4K +$8.84K +25 +33%
BC
1170
Burnham & Co
Michigan
$39.4K +$35.4K +100 New
FWA
1171
Flagship Wealth Advisors
Massachusetts
$39.4K +$35.4K +100 New
MSFP
1172
Mark Sheptoff Financial Planning
Connecticut
$39.4K +$35.4K +100 New
OWP
1173
ORG Wealth Partners
Texas
$39.1K +$35K +99 New
IA
1174
IFG Advisory
Georgia
$38.3K +$34.3K +97 New
OCM
1175
Osbon Capital Management
Massachusetts
$37.9K – – –