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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
EIP
401
Ellis Investment Partners
Pennsylvania
$10K – – –
TFA
402
Toth Financial Advisory
Virginia
$10K – – –
SFM
403
Systematic Financial Management
New Jersey
$9K -$3.69K -45 -25%
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$9K +$10.3K +125 New
LWANC
405
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$7.38K +90 +450%
PC
406
Permanens Capital
New York
$7K – – –
MWP
407
Meridian Wealth Partners
Pennsylvania
$7K +$8.21K +100 New
CFGS
408
Concourse Financial Group Securities
Alabama
$7K +$8.86K +108 New
ACM
409
Allred Capital Management
Texas
$6.02K +$7.22K +88 New
AWA
410
Arkadios Wealth Advisors
Georgia
$6K – – –
BFC
411
Bedel Financial Consulting
Indiana
$5K – – –
HWM
412
HighMark Wealth Management
Minnesota
$5K – – –
PC
413
Pier Capital
Connecticut
$5K – – –
SWM
414
Sugarloaf Wealth Management
Georgia
$5K – – –
TIM
415
Tortoise Investment Management
New York
$5K – – –
GWM
416
Geneos Wealth Management
Colorado
$5K +$1.07K +13 +17%
IFAM
417
Institutional & Family Asset Management
Colorado
$5K +$2.71K +33 +92%
HMS
418
Hanseatic Management Services
New Mexico
$4K – – –
CAC
419
Certified Advisory Corp
Florida
$4K +$4.43K +54 New
RIM
420
Rockbridge Investment Management
New York
$4K +$4.76K +58 New
MIM
421
Macroview Investment Management
Maryland
$3K -$328 -4 -8%
AA
422
AlphaMark Advisors
Kentucky
$3K – – –
JMF
423
Johnson Midwest Financial
Iowa
$3K – – –
PA
424
Parallel Advisors
California
$3K +$2.05K +25 +125%
AF
425
Advisornet Financial
Minnesota
$2K – – –