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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
PL
426
Parthenon LLC
Kentucky
$543K -$5.98K -60 -1%
DAM
427
Deltec Asset Management
New York
$539K +$498K +5,000 New
MA
428
MYDA Advisors
New York
$539K +$498K +5,000 New
APP
429
Avantax Planning Partners
Iowa
$517K
William Blair & Company
430
William Blair & Company
Illinois
$517K +$2.59K +26 +0.5%
CIBC Asset Management
431
CIBC Asset Management
Ontario, Canada
$512K
VI
432
Versor Investments
New York
$508K +$470K +4,712 New
BC
433
Bridgefront Capital
Texas
$507K -$560K -5,618 -54%
HVCM
434
Hel Ved Capital Management
Hong Kong
$506K +$469K +4,700 New
FFM
435
Forum Financial Management
Illinois
$505K +$399 +4 +0.1%
DWP
436
Daymark Wealth Partners
Ohio
$500K -$2.99K -30 -0.6%
WWM
437
Western Wealth Management
Colorado
$498K +$2.29K +23 +0.5%
MWM
438
Mission Wealth Management
California
$487K +$1.5K +15 +0.3%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$486K +$204K +2,048 +83%
AWM
440
Avior Wealth Management
Nebraska
$483K +$75.7K +759 +20%
PAS
441
Park Avenue Securities
New York
$481K -$161K -1,618 -27%
Bank of Nova Scotia
442
Bank of Nova Scotia
Ontario, Canada
$479K +$444K +4,450 New
FTWA
443
Fifth Third Wealth Advisors
Ohio
$479K +$12K +120 +3%
JCM
444
Janney Capital Management
Pennsylvania
$476K -$9.87K -99 -2%
HIG
445
Heritage Investment Group
Florida
$468K
BCM
446
Berbice Capital Management
New York
$463K +$4.99K +50 +1%
CT
447
Chicago Trust
Illinois
$457K
GSIS
448
Global Strategic Investment Solutions
Arizona
$457K
MWM
449
Mindset Wealth Management
Indiana
$456K +$46.6K +467 +12%
KBC Group
450
KBC Group
Belgium
$454K