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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
451
Balanced Wealth Group
Ohio
$301K +$201K +2,799 New
NEI
452
Northwest & Ethical Investments
Ontario, Canada
$297K +$245K +3,400 New
BWA
453
BlueChip Wealth Advisors
Georgia
$294K +$237K +3,300 New
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$291K +$235K +3,264 New
FCM
455
Fieldview Capital Management
Michigan
$291K -$10.4K -144 -4%
CC
456
Chicago Capital
Illinois
$288K
PWPS
457
Pinnacle Wealth Planning Services
Ohio
$286K +$231K +3,206 New
VEA
458
Virtus ETF Advisers
New York
$281K
SAM
459
Shell Asset Management
Netherlands
$280K -$44.9K -624 -17%
PCM
460
Princeton Capital Management
New Jersey
$279K +$225K +3,129 New
RSC
461
Red Spruce Capital
Pennsylvania
$278K
Jones Financial Companies
462
Jones Financial Companies
Missouri
$275K +$72.5K +1,008 +47%
LWM
463
Lyell Wealth Management
California
$268K +$216K +3,000 New
TC
464
Trilogy Capital
California
$268K +$216K +3,000 New
UM
465
Ulysses Management
New York
$268K +$216K +3,000 New
Capstone Investment Advisors
466
Capstone Investment Advisors
New York
$267K +$215K +2,991 New
PCM
467
Parsons Capital Management
Rhode Island
$265K +$214K +2,975 New
HBS
468
Howard Bailey Securities
Indiana
$265K -$39.9K -555 -16%
OIA
469
Optimum Investment Advisors
Illinois
$262K +$41.4K +575 +24%
EH
470
Equitable Holdings
New York
$261K +$211K +2,929 New
HA
471
Herold Advisors
New York
$255K +$206K +2,858 New
CA
472
Clearstead Advisors
Ohio
$253K +$199K +2,763 +3,838%
WMA
473
West Michigan Advisors
Michigan
$251K +$203K +2,815 New
CM
474
Caption Management
Oklahoma
$250K +$202K +2,800 New
MMM
475
Mendel Money Management
Illinois
$248K +$200K +2,775 New