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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$353K +$64K +1,017 +25%
CW
302
CreativeOne Wealth
Kansas
$351K -$3.77K -60 -1%
MWM
303
Mission Wealth Management
California
$351K +$25.2K +400 +8%
BB
304
Busey Bank
Illinois
$349K
BPC
305
Banque Pictet & Cie
Switzerland
$342K +$315K +5,000 New
KSCM
306
Kamunting Street Capital Management
Florida
$342K +$315K +5,000 New
HEIP
307
Hudson Edge Investment Partners
New Jersey
$341K -$174K -2,761 -36%
PHK
308
Point72 Hong Kong
Hong Kong
$341K +$314K +4,993 New
JMPWA
309
JP Morgan Private Wealth Advisors
California
$338K +$2.08K +33 +0.7%
SDWIA
310
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$335K
VAS
311
Vestmark Advisory Solutions
Massachusetts
$333K +$45.6K +725 +17%
FHB
312
First Hawaiian Bank
Hawaii
$329K +$303K +4,813 New
Vanguard Personalized Indexing Management
313
Vanguard Personalized Indexing Management
California
$321K +$295K +4,692 New
SWA
314
Stratos Wealth Advisors
Ohio
$316K
KCM
315
KRS Capital Management
Michigan
$315K +$291K +4,620 New
HIG
316
Heritage Investment Group
Florida
$313K +$288K +4,574 New
NPPM
317
North Point Portfolio Managers
Ohio
$307K
WA
318
WealthTrust Axiom
Pennsylvania
$305K
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$302K +$6.54K +104 +2%
LSV Asset Management
320
LSV Asset Management
Illinois
$301K
VBCG
321
Valley Brook Capital Group
Pennsylvania
$295K +$50.3K +800 +23%
CCM
322
Coldstream Capital Management
Washington
$288K +$266K +4,221 New
OCM
323
Ovata Capital Management
Hong Kong
$287K +$126K +2,001 +91%
RSWM
324
Robertson Stephens Wealth Management
California
$284K
CAG
325
Crestwood Advisors Group
Massachusetts
$284K +$261K +4,150 New