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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
AA
426
AlphaMark Advisors
Kentucky
$3K
CWP
427
Concord Wealth Partners
Virginia
$3K
ST
428
Sageworth Trust
Pennsylvania
$3K
CI
429
Cordant Inc
Oregon
$3K +$3.13K +46 New
WIM
430
Westside Investment Management
California
$2.05K -$308K -4,530 -14%
MAM
431
Meeder Asset Management
Ohio
$2K -$1.36K -20 -44%
AF
432
Advisornet Financial
Minnesota
$2K
MAWCM
433
Mine & Arao Wealth Creation & Management
California
$2K
RA
434
Rise Advisors
New York
$2K
PCG
435
Private Capital Group
Connecticut
$2K +$612 +9 +60%
FPS
436
Fieldpoint Private Securities
Connecticut
$2K +$680 +10 +67%
SC
437
Schubert & Co
Texas
$2K +$680 +10 +67%
APA
438
American Portfolios Advisors
New York
$1.52K
SWA
439
Sutton Wealth Advisors
Florida
$1.38K +$544 +8 +73%
Lazard Asset Management
440
Lazard Asset Management
New York
$1K -$203K -2,986 -100%
FHA
441
First Horizon Advisors
Tennessee
$1K -$32.2K -474 -98%
AAP
442
Arax Advisory Partners
Colorado
$1K
HNB
443
Huntington National Bank
Ohio
$1K
IFAM
444
Institutional & Family Asset Management
Colorado
$1K +$68 +1 +5%
TAIM
445
TD Ameritrade Investment Management
Nebraska
$1K +$476 +7 New
FMP
446
Financial Management Professionals
Texas
$1K +$544 +8 New
LAS
447
Lloyd Advisory Services
Georgia
$1K +$816 +12 New
DI
448
Disciplined Investments
Oklahoma
$1K +$1.29K +19 New
PCH
449
Polar Capital Holdings
United Kingdom
$602
TC
450
Tairen Capital
Hong Kong
-$37.8M -553,185 Closed