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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
301
Two Sigma Securities
New York
$219K +$234K +5,745 New
TAM
302
Tocqueville Asset Management
New York
$215K -$287K -7,050 -55%
CWS
303
Confluence Wealth Services
Pennsylvania
$215K -$4.07K -100 -2%
NFSG
304
Newbridge Financial Services Group
Florida
$214K – – –
CL
305
CSS LLC
Illinois
$214K +$2.16K +53 +1%
PL
306
Parthenon LLC
Kentucky
$211K +$226K +5,550 New
MWM
307
Mission Wealth Management
California
$209K +$224K +5,500 New
CCM
308
Coldstream Capital Management
Washington
$209K -$10.2K -250 -4%
AT
309
American Trust
Kentucky
$204K +$218K +5,354 New
TNA
310
True North Advisors
Texas
$203K -$109K -2,667 -33%
B
311
Bellecapital
Switzerland
$202K +$216K +5,316 New
PEA
312
Park Edge Advisors
Ohio
$201K +$215K +5,281 New
First Manhattan
313
First Manhattan
New York
$180K – – –
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$175K -$1.02M -25,185 -85%
WAM
315
Wolverine Asset Management
Illinois
$111K -$40.7K -1,000 -26%
DP
316
Dundas Partners
United Kingdom
$109K -$27.5K -677 -19%
TI
317
TTP Investments
California
$108K – – –
CWC
318
Carolinas Wealth Consulting
North Carolina
$108K – – –
BAM
319
Belpointe Asset Management
Nevada
$107K +$14K +344 +14%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$104K +$6.14K +151 +6%
S
321
SignatureFD
Georgia
$97.8K +$4.52K +111 +5%
FFA
322
Farther Finance Advisors
California
$82.2K +$407 +10 +0.5%
IUHSA
323
Itau Unibanco Holding S.A.
Brazil
$80.5K +$86.1K +2,115 New
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$78.7K +$16.7K +410 +25%
VNA
325
Valley National Advisers
Pennsylvania
$78K +$93.6K +2,299 New