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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.59K
AssetMark Inc
252
AssetMark Inc
California
$5K
GAM
253
Gemmer Asset Management
California
$5K +$32 +1 +0.7%
PFBT
254
Parkside Financial Bank & Trust
Missouri
$4K +$1.47K +46 +53%
EWM
255
EPG Wealth Management
Georgia
$4K +$3.83K +120 New
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.98K +125 New
ICM
257
Islay Capital Management
Texas
$4K +$4.08K +128 New
LPWM
258
Lake Point Wealth Management
Texas
$4K +$4.14K +130 New
LWM
259
Lenox Wealth Management
Ohio
$4K +$4.14K +130 New
AWA
260
Arkadios Wealth Advisors
Georgia
$3.76K +$3.19K +100 New
SWM
261
Sugarloaf Wealth Management
Georgia
$3K +$2.39K +75 New
QCG
262
Quadrant Capital Group
Ohio
$2K -$2.49K -78 -52%
BFC
263
Bedel Financial Consulting
Indiana
$2K
HR
264
Howe & Rusling
New York
$2K
IFAM
265
Institutional & Family Asset Management
Colorado
$2K
Kayne Anderson Rudnick Investment Management
266
Kayne Anderson Rudnick Investment Management
California
$2K
TFA
267
Toth Financial Advisory
Virginia
$2K
GI
268
Gradient Investments
Minnesota
$2K +$2.29K +72 New
HWM
269
HighMark Wealth Management
Minnesota
$2K +$2.29K +72 New
VCM
270
Versant Capital Management
Arizona
$1K -$37.9K -1,190 -97%
CFGS
271
Concourse Financial Group Securities
Alabama
$1K -$924 -29 -45%
TWA
272
TCI Wealth Advisors
Arizona
$1K -$606 -19 -35%
MI
273
Markston International
New York
$1K
SF
274
Synovus Financial
Georgia
$1K
CBT
275
Capital Bank & Trust
California
$1K +$32 +1 +5%