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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
426
Corient Private Wealth
Florida
$350K -$397K -5,523 -58%
EWS
427
Eagle Wealth Strategies
New Jersey
$348K
CCM
428
Coldstream Capital Management
Washington
$344K +$37.6K +523 +16%
TRCT
429
Tower Research Capital (TRC)
New York
$342K -$431K -5,995 -61%
TAM
430
Tocqueville Asset Management
New York
$342K
PCS
431
Personal CFO Solutions
New Jersey
$337K +$272K +3,778 New
MWM
432
Mindset Wealth Management
Indiana
$336K +$271K +3,764 New
M1FG
433
Mach-1 Financial Group
Arkansas
$336K -$61.4K -853 -18%
GSIAS
434
Garden State Investment Advisory Services
New Jersey
$335K +$5.47K +76 +2%
AWM
435
Avior Wealth Management
Nebraska
$332K +$268K +3,725 New
AFG
436
Atomi Financial Group
New York
$331K -$84.5K -1,174 -24%
MYAM
437
Meiji Yasuda Asset Management
Japan
$331K
MFG
438
Merit Financial Group
Georgia
$330K +$266K +3,696 New
LFG
439
Larson Financial Group
Missouri
$329K +$25.2K +350 +11%
PWMAG
440
Pinnacle Wealth Management Advisory Group
New Jersey
$328K +$34.2K +475 +15%
WPC
441
Wedmont Private Capital
Pennsylvania
$327K +$258K +3,583 New
VNA
442
Valley National Advisers
Pennsylvania
$326K
TYCC
443
Texas Yale Capital Corp
Florida
$323K
OIA
444
OneDigital Investment Advisors
Kansas
$322K -$17.5K -243 -6%
PA
445
Profund Advisors
Maryland
$321K -$13.4K -186 -5%
PAM
446
Panagora Asset Management
Massachusetts
$319K +$258K +3,581 New
UCFA
447
United Capital Financial Advisors
Texas
$316K +$20.9K +291 +9%
Canada Pension Plan Investment Board
448
Canada Pension Plan Investment Board
Ontario, Canada
$312K +$144K +2,000 +133%
Focus Partners Wealth
449
Focus Partners Wealth
Massachusetts
$312K +$252K +3,499 New
SS
450
SBI Securities
Japan
$309K -$10K -139 -4%