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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
AMPWP
1401
Alvarez & Marsal Private Wealth Partners
Florida
-$213K -895 Closed
AOWM
1402
Asset One Wealth Management
Washington
-$275K -800 Closed
BP
1403
BNP Paribas
France
-$135K -610 Closed
FIA
1404
FNY Investment Advisers
New York
-$121K -509 Closed
AGWCA
1405
Annis Gardner Whiting Capital Advisors
Florida
-$101K -422 Closed
DWP
1406
Destiny Wealth Partners
Florida
-$52.4K -220 Closed
TFG
1407
Team Financial Group
California
-$49.3K -207 Closed
TPWA
1408
Twin Peaks Wealth Advisors
California
-$38.4K -161 Closed
WT
1409
Whittier Trust
California
-$40.5K -160 Closed
OWA
1410
Opal Wealth Advisors
New York
-$25.7K -108 Closed
GSEP
1411
Golden State Equity Partners
California
-$20.5K -86 Closed
IAAG
1412
Innovative Asset Advisors Group
Connecticut
-$19.3K -81 Closed
S
1413
Sachetta
Massachusetts
-$13.6K -57 Closed
MTC
1414
Matrix Trust Company
Colorado
-$12K -52 Closed
FDW
1415
Fourth Dimension Wealth
Ohio
-$10.7K -45 Closed
LWMI
1416
Legacy Wealth Management (Idaho)
Idaho
-$4.76K -20 Closed
VWM
1417
Vermillion Wealth Management
Minnesota
-$2.62K -11 Closed
IWS
1418
Intentional Wealth Strategies
Colorado
-$1.91K -8 Closed
AP
1419
Atwood & Palmer
Missouri
-$1.43K -6 Closed
FPF
1420
First Pacific Financial
Washington
-$1.43K -6 Closed
TCM
1421
Tradewinds Capital Management
Washington
-$1.43K -6 Closed
CW
1422
Curio Wealth
Maryland
-$953 -4 Closed
FFA
1423
Frazier Financial Advisors
Ohio
-$477 -2 Closed
TWM
1424
TopTier Wealth Management
Wisconsin
-$476 -2 Closed
CFG
1425
CKW Financial Group
Hawaii
+$354 +1 New