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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
351
Systematic Financial Management
New Jersey
$13K -$4.74K -80 -31%
TWM
352
Tradition Wealth Management
Minnesota
$13K +$10.1K +170 New
BDWM
353
Brewin Dolphin Wealth Management
Ireland
$11K +$8.59K +145 New
EIP
354
Ellis Investment Partners
Pennsylvania
$11K – – –
TFA
355
Toth Financial Advisory
Virginia
$11K +$5.92K +100 +200%
PC
356
Permanens Capital
New York
$8K – – –
AWA
357
Arkadios Wealth Advisors
Georgia
$7K – – –
BSSFA
358
Baron Silver Stevens Financial Advisors
Florida
$7K +$5.92K +100 New
SWM
359
Sugarloaf Wealth Management
Georgia
$6K – – –
PC
360
Pier Capital
Connecticut
$6K +$4.62K +78 New
TIM
361
Tortoise Investment Management
New York
$6K +$4.74K +80 New
QT
362
Quantbot Technologies
New York
$5K -$70.5K -1,189 -95%
BFC
363
Bedel Financial Consulting
Indiana
$5K – – –
HWM
364
HighMark Wealth Management
Minnesota
$5K – – –
HMS
365
Hanseatic Management Services
New Mexico
$5K +$3.67K +62 New
GWM
366
Geneos Wealth Management
Colorado
$5K +$4.44K +75 New
MIM
367
Macroview Investment Management
Maryland
$4K +$2.84K +48 New
JMF
368
Johnson Midwest Financial
Iowa
$4K +$2.96K +50 New
VCG
369
Vantage Consulting Group
Virginia
$4K +$3.2K +54 New
IFAM
370
Institutional & Family Asset Management
Colorado
$3K -$59 -1 -3%
MAWCM
371
Mine & Arao Wealth Creation & Management
California
$3K – – –
WEC
372
Winslow Evans & Crocker
Massachusetts
$3K – – –
TWA
373
TCI Wealth Advisors
Arizona
$3K +$178 +3 +9%
CWP
374
Concord Wealth Partners
Virginia
$3K +$2.13K +36 New
ICP
375
Interchange Capital Partners
Pennsylvania
$3K +$2.67K +45 New
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