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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$524K -$2.96K -50 -0.7%
ASN
252
Advisory Services Network
Georgia
$523K -$93.7K -1,581 -19%
FC
253
FORA Capital
Florida
$505K +$394K +6,644 New
HIMC
254
Heritage Investors Management Corp
Maryland
$499K – – –
CCI
255
Columbus Circle Investors
$494K +$385K +6,498 New
NSEDCP
256
NJ State Employees Deferred Compensation Plan
New Jersey
$489K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
257
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$486K – – –
ECM
258
ExodusPoint Capital Management
New York
$478K +$373K +6,288 New
SACTSONJ
259
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$463K – – –
CIM
260
CIM Investment Management
Pennsylvania
$461K – – –
Envestnet Asset Management
261
Envestnet Asset Management
Illinois
$454K +$31K +523 +10%
PL
262
Parthenon LLC
Kentucky
$429K -$12.3K -208 -4%
GAM
263
Gotham Asset Management
New York
$422K +$330K +5,562 New
SCM
264
Snow Capital Management
Pennsylvania
$421K -$209K -3,530 -39%
CICI
265
Capital Investment Counsel Inc
North Carolina
$416K -$33.4K -564 -9%
SCM
266
Shelton Capital Management
Colorado
$413K -$4.71M -79,545 -94%
IWM
267
IHT Wealth Management
Illinois
$409K -$2.96K -50 -0.9%
WSTAM
268
Wilbanks Smith & Thomas Asset Management
Virginia
$397K +$309K +5,223 New
OGC
269
Oak Grove Capital
New Hampshire
$395K -$7.86M -132,700 -96%
HFA
270
Hoover Financial Advisors
Pennsylvania
$392K +$262K +4,423 New
CCG
271
Ceeto Capital Group
Florida
$380K – – –
V
272
Veritable
Delaware
$379K – – –
SDWIA
273
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$372K -$5.92K -100 -2%
MWM
274
Mission Wealth Management
California
$363K +$283K +4,776 New
Creative Planning
275
Creative Planning
Kansas
$362K +$282K +4,765 New