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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$363K +$44.9K +547 +11%
BBVA
302
Banco Bilbao Vizcaya Argentaria
Spain
$351K +$494K +6,025 New
KAS
303
Kestra Advisory Services
Texas
$350K +$420K +5,123 New
CCG
304
Ceeto Capital Group
Florida
$342K – – –
MAM
305
Meeder Asset Management
Ohio
$340K +$408K +4,970 +124,250%
SDWIA
306
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$335K – – –
MWM
307
Mission Wealth Management
California
$324K -$2.87K -35 -0.7%
AA
308
ALPS Advisors
Colorado
$323K +$388K +4,724 New
SWA
309
Stratos Wealth Advisors
Ohio
$316K -$1.23K -15 -0.3%
BC
310
Bridgefront Capital
Texas
$310K +$373K +4,540 New
NPPM
311
North Point Portfolio Managers
Ohio
$308K – – –
FMT
312
First Mercantile Trust
Tennessee
$303K +$243K +2,964 +202%
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$301K +$320K +3,903 +776%
WA
314
WealthTrust Axiom
Pennsylvania
$298K +$1.07K +13 +0.3%
US Bancorp
315
US Bancorp
Minnesota
$296K -$887K -10,814 -71%
CW
316
CreativeOne Wealth
Kansas
$295K +$353K +4,306 New
Public Sector Pension Investment Board (PSP Investments)
317
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$295K +$353K +4,308 New
RSWM
318
Robertson Stephens Wealth Management
California
$289K +$347K +4,228 New
JMPWA
319
JP Morgan Private Wealth Advisors
California
$287K -$17.1K -208 -5%
ESCM
320
Echo Street Capital Management
New York
$287K +$344K +4,196 New
HFA
321
Hoover Financial Advisors
Pennsylvania
$285K – – –
CM
322
Caption Management
Oklahoma
$275K +$328K +4,000 New
PG
323
Pendal Group
Australia
$274K – – –
RCAG
324
Rehmann Capital Advisory Group
Michigan
$273K +$328K +4,000 New
V
325
Veritable
Delaware
$272K -$82.1K -1,000 -20%