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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$377K – – –
SCM
302
Shelton Capital Management
Colorado
$371K – – –
MCM
303
Maryland Capital Management
Maryland
$368K +$339K +5,387 New
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$353K +$64K +1,017 +25%
CW
305
CreativeOne Wealth
Kansas
$351K -$3.77K -60 -1%
MWM
306
Mission Wealth Management
California
$351K +$25.2K +400 +8%
BB
307
Busey Bank
Illinois
$349K – – –
BPC
308
Banque Pictet & Cie
Switzerland
$342K +$315K +5,000 New
KSCM
309
Kamunting Street Capital Management
Florida
$342K +$315K +5,000 New
HEIP
310
Hudson Edge Investment Partners
New Jersey
$341K -$174K -2,761 -36%
PHK
311
Point72 Hong Kong
Hong Kong
$341K +$314K +4,993 New
JMPWA
312
JP Morgan Private Wealth Advisors
California
$338K +$2.08K +33 +0.7%
SDWIA
313
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$335K – – –
VAS
314
Vestmark Advisory Solutions
Massachusetts
$333K +$45.6K +725 +17%
FHB
315
First Hawaiian Bank
Hawaii
$329K +$303K +4,813 New
Vanguard Personalized Indexing Management
316
Vanguard Personalized Indexing Management
California
$321K +$295K +4,692 New
SWA
317
Stratos Wealth Advisors
Ohio
$316K – – –
KCM
318
KRS Capital Management
Michigan
$315K +$291K +4,620 New
HIG
319
Heritage Investment Group
Florida
$313K +$288K +4,574 New
NPPM
320
North Point Portfolio Managers
Ohio
$307K – – –
WA
321
WealthTrust Axiom
Pennsylvania
$305K – – –
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$302K +$6.54K +104 +2%
LSV Asset Management
323
LSV Asset Management
Illinois
$301K – – –
VBCG
324
Valley Brook Capital Group
Pennsylvania
$295K +$50.3K +800 +23%
CCM
325
Coldstream Capital Management
Washington
$288K +$266K +4,221 New