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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
351
First Heartland Consultants
Missouri
$205K -$40.8K -649 -18%
SFM
352
Systematic Financial Management
New Jersey
$205K – – –
RHJA
353
Rice Hall James & Associates
California
$204K +$188K +2,982 New
Lazard Asset Management
354
Lazard Asset Management
New York
$204K +$189K +3,000 New
IA
355
IFP Advisors
Florida
$201K +$27.3K +434 +17%
First Manhattan
356
First Manhattan
New York
$175K +$162K +2,575 New
BAM
357
Belpointe Asset Management
Nevada
$170K -$12.6K -200 -7%
TC
358
Truvestments Capital
Florida
$157K -$1.51K -24 -1%
LC
359
Lindbrook Capital
California
$140K +$129K +2,051 New
CFA
360
Carroll Financial Associates
North Carolina
$138K – – –
SOW
361
State of Wyoming
Wyoming
$136K +$125K +1,984 New
Ohio Public Employees Retirement System (OPERS)
362
Ohio Public Employees Retirement System (OPERS)
Ohio
$117K +$10.9K +173 +11%
MA
363
Montag & Associates
Georgia
$116K +$107K +1,696 New
S
364
SignatureFD
Georgia
$106K +$3.27K +52 +3%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$100K +$8.81K +140 +11%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$89K +$81.6K +1,298 New
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$88K -$45K -716 -36%
SWM
368
Spire Wealth Management
Virginia
$87K +$60.9K +968 +324%
FAG
369
Fortitude Advisory Group
Washington
$79K +$72.3K +1,150 New
HIA
370
Harbor Investment Advisory
Maryland
$78K – – –
C
371
Covestor
United Kingdom
$78K +$72.1K +1,146 New
CFFP
372
Center for Financial Planning
Michigan
$68K – – –
LFG
373
Larson Financial Group
Missouri
$68K – – –
NICM
374
Neo Ivy Capital Management
New York
$68K +$62.4K +992 New
EA
375
Emerald Advisers
Pennsylvania
$62K +$57K +906 New