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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
376
Pinnacle Wealth Management Advisory Group
New Jersey
$299K -$24.7K -330 -9%
KA
377
Kovack Advisors
Florida
$295K -$166K -2,225 -40%
FCBT
378
First Citizens Bank & Trust
North Carolina
$292K -$72.6K -972 -23%
Envestnet Portfolio Solutions
379
Envestnet Portfolio Solutions
Illinois
$290K -$57.8K -773 -19%
Allianz Asset Management
380
Allianz Asset Management
Germany
$289K -$1.42M -18,968 -85%
CC
381
Chicago Capital
Illinois
$287K
William Blair & Company
382
William Blair & Company
Illinois
$281K +$236K +3,160 New
CCM
383
Coldstream Capital Management
Washington
$277K +$299 +4 +0.1%
NW
384
NewEdge Wealth
Pennsylvania
$276K -$19.3K -258 -8%
LFG
385
Larson Financial Group
Missouri
$276K -$6.95K -93 -3%
Millennium Management
386
Millennium Management
New York
$271K -$51.1M -684,097 -100%
OIA
387
OneDigital Investment Advisors
Kansas
$267K +$224K +3,002 New
LWM
388
Lyell Wealth Management
California
$267K
FFM
389
Forum Financial Management
Illinois
$261K +$219K +2,934 New
VA
390
Vident Advisory
Georgia
$260K +$219K +2,927 New
NICM
391
Neo Ivy Capital Management
New York
$256K +$215K +2,880 New
EH
392
Equitable Holdings
New York
$256K
TSS
393
Two Sigma Securities
New York
$256K +$215K +2,875 New
BWG
394
Balanced Wealth Group
Ohio
$255K
PCA
395
Pallas Capital Advisors
Massachusetts
$255K -$22.3K -298 -10%
HA
396
Herold Advisors
New York
$254K
CAM
397
Claret Asset Management
Quebec, Canada
$254K +$1.05K +14 +0.5%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$246K +$4.26K +57 +2%
AT
399
American Trust
Kentucky
$243K -$21.4K -286 -9%
BSB
400
Bangor Savings Bank
Maine
$236K -$1.78M -23,848 -90%