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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
451
OneDigital Investment Advisors
Kansas
$289K +$4.7K +47 +2%
LWM
452
Lyell Wealth Management
California
$284K
PWMAG
453
Pinnacle Wealth Management Advisory Group
New Jersey
$283K -$37K -370 -11%
MAM
454
Morse Asset Management
Connecticut
$282K +$47.5K +475 +19%
NW
455
NewEdge Wealth
Pennsylvania
$275K -$20.5K -205 -7%
EH
456
Equitable Holdings
New York
$272K
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$272K -$51.6K -516 -15%
CAM
458
Claret Asset Management
Quebec, Canada
$272K +$1.9K +19 +0.7%
HA
459
Herold Advisors
New York
$271K
BWG
460
Balanced Wealth Group
Ohio
$260K
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$259K -$3.3K -33 -1%
GI
462
GAMMA Investing
California
$258K +$47.1K +471 +21%
SP
463
Sherman Porfolios
Idaho
$257K +$272K +2,718 New
Connor, Clark & Lunn Investment Management (CC&L)
464
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$257K +$271K +2,713 New
MML Investors Services
465
MML Investors Services
Massachusetts
$257K +$272K +2,714 New
QCM
466
QRG Capital Management
Illinois
$255K +$41.8K +418 +18%
A
467
AlphaQuest
New York
$254K +$268K +2,679 New
AF
468
Atala Financial
California
$253K +$267K +2,669 New
PWPS
469
Pinnacle Wealth Planning Services
Ohio
$252K +$4K +40 +2%
SOW
470
State of Wyoming
Wyoming
$251K -$100K -1,004 -27%
PCA
471
Pallas Capital Advisors
Massachusetts
$250K +$400 +4 +0.2%
SCP
472
Sender Company & Partners
New York
$242K +$255K +2,550 New
SG Americas Securities
473
SG Americas Securities
New York
$240K +$47.9K +479 +23%
WPC
474
White Pine Capital
Minnesota
$239K -$800 -8 -0.3%
CIM
475
CIM Investment Management
Pennsylvania
$237K