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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
326
Ovata Capital Management
Hong Kong
$287K +$126K +2,001 +91%
RSWM
327
Robertson Stephens Wealth Management
California
$284K – – –
CAG
328
Crestwood Advisors Group
Massachusetts
$284K +$261K +4,150 New
WSTAM
329
Wilbanks Smith & Thomas Asset Management
Virginia
$283K +$15.7K +250 +6%
US Bancorp
330
US Bancorp
Minnesota
$282K -$63 -1 -0%
GSIS
331
Global Strategic Investment Solutions
Arizona
$280K +$258K +4,100 New
WAM
332
Watershed Asset Management
California
$272K +$250K +3,977 New
OCM
333
Orion Capital Management
California
$265K – – –
SIP
334
Stoneridge Investment Partners
Pennsylvania
$259K – – –
SIA
335
Schechter Investment Advisors
Michigan
$258K +$238K +3,778 New
DT
336
Diversified Trust
Tennessee
$256K – – –
II
337
Inspire Investing
Idaho
$247K -$13K -207 -5%
TYCC
338
Texas Yale Capital Corp
Florida
$247K – – –
DP
339
Dundas Partners
United Kingdom
$244K +$218K +3,467 +5,592%
BFM
340
Boothbay Fund Management
New York
$243K +$224K +3,555 New
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$235K -$45.7K -727 -17%
NFSG
342
Newbridge Financial Services Group
Florida
$235K +$12K +190 +6%
MF
343
Magnetar Financial
Illinois
$233K +$215K +3,413 New
WC
344
Weil Company
California
$226K -$189K -3,000 -48%
MAP
345
Milestone Advisory Partners
North Carolina
$225K +$207K +3,294 New
V
346
Veritable
Delaware
$220K -$62.9K -1,000 -24%
TI
347
Tidal Investments
Wisconsin
$220K +$203K +3,221 New
CWC
348
Carolinas Wealth Consulting
North Carolina
$218K +$47.8K +760 +31%
CCIA
349
Cherry Creek Investment Advisors
Colorado
$215K +$198K +3,150 New
CA
350
Cetera Advisors
Colorado
$206K +$189K +3,009 New