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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
376
Cullen/Frost Bankers
Texas
$6K +$6.53K +100 New
AWA
377
Arkadios Wealth Advisors
Georgia
$5K – – –
FF
378
FourThought Financial
Florida
$5K – – –
BFC
379
Bedel Financial Consulting
Indiana
$4K – – –
CMBA
380
C.M. Bidwell & Associates
Hawaii
$4K – – –
HWM
381
HighMark Wealth Management
Minnesota
$4K – – –
SWM
382
Sugarloaf Wealth Management
Georgia
$4K – – –
DP
383
Dundas Partners
United Kingdom
$4K +$4.05K +62 New
LWANC
384
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K -$2.61K -40 -44%
PA
385
Parallel Advisors
California
$3K -$1.24K -19 -30%
AA
386
AlphaMark Advisors
Kentucky
$3K – – –
JMF
387
Johnson Midwest Financial
Iowa
$3K – – –
RIM
388
Rockbridge Investment Management
New York
$3K – – –
VCM
389
Versant Capital Management
Arizona
$3K +$3.26K +50 New
AF
390
Advisornet Financial
Minnesota
$2K – – –
CWP
391
Concord Wealth Partners
Virginia
$2K – – –
MAWCM
392
Mine & Arao Wealth Creation & Management
California
$2K – – –
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$783 +12 +50%
WIM
394
Westside Investment Management
California
$1.42K +$257K +3,930 +20%
PCG
395
Private Capital Group
Connecticut
$1K -$1.44K -22 -71%
MAM
396
Meeder Asset Management
Ohio
$1K -$1.31K -20 -56%
IFAM
397
Institutional & Family Asset Management
Colorado
$1K -$849 -13 -41%
FPS
398
Fieldpoint Private Securities
Connecticut
$1K – – –
LWCFA
399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
MI
400
Markston International
New York
$1K – – –