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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
426
Baystate Wealth Management
Massachusetts
$4K +$4.08K +60 New
AA
427
AlphaMark Advisors
Kentucky
$3K – – –
CWP
428
Concord Wealth Partners
Virginia
$3K – – –
ST
429
Sageworth Trust
Pennsylvania
$3K – – –
CI
430
Cordant Inc
Oregon
$3K +$3.13K +46 New
WIM
431
Westside Investment Management
California
$2.05K -$308K -4,530 -14%
MAM
432
Meeder Asset Management
Ohio
$2K -$1.36K -20 -44%
AF
433
Advisornet Financial
Minnesota
$2K – – –
MAWCM
434
Mine & Arao Wealth Creation & Management
California
$2K – – –
RA
435
Rise Advisors
New York
$2K – – –
PCG
436
Private Capital Group
Connecticut
$2K +$612 +9 +60%
FPS
437
Fieldpoint Private Securities
Connecticut
$2K +$680 +10 +67%
SC
438
Schubert & Co
Texas
$2K +$680 +10 +67%
APA
439
American Portfolios Advisors
New York
$1.52K – – –
SWA
440
Sutton Wealth Advisors
Florida
$1.38K +$544 +8 +73%
Lazard Asset Management
441
Lazard Asset Management
New York
$1K -$203K -2,986 -100%
FHA
442
First Horizon Advisors
Tennessee
$1K -$32.2K -474 -98%
AAP
443
Arax Advisory Partners
Colorado
$1K – – –
HNB
444
Huntington National Bank
Ohio
$1K – – –
IFAM
445
Institutional & Family Asset Management
Colorado
$1K +$68 +1 +5%
TAIM
446
TD Ameritrade Investment Management
Nebraska
$1K +$476 +7 New
FMP
447
Financial Management Professionals
Texas
$1K +$544 +8 New
LAS
448
Lloyd Advisory Services
Georgia
$1K +$816 +12 New
DI
449
Disciplined Investments
Oklahoma
$1K +$1.29K +19 New
TC
450
Tairen Capital
Hong Kong
– -$37.8M -553,185 Closed