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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
501
J.W. Cole Advisors
Florida
$207K +$167K +2,318 New
OLA
502
Oliver Luxxe Assets
New Jersey
$207K -$55.9K -777 -25%
WC
503
Wexford Capital
Florida
$205K -$121K -1,686 -42%
OWA
504
One Wealth Advisors
California
$203K +$164K +2,279 New
TC
505
Truvestments Capital
Florida
$200K -$12.7K -177 -7%
NFSG
506
Newbridge Financial Services Group
Florida
$197K +$36K +500 +29%
LSA
507
Leonteq Securities AG
Switzerland
$197K -$587K -8,161 -79%
BBPWM
508
Blue Bell Private Wealth Management
Pennsylvania
$194K +$3.24K +45 +2%
AF
509
Allworth Financial
California
$182K +$112K +1,562 +330%
FHA
510
First Horizon Advisors
Tennessee
$176K +$111K +1,547 +360%
Walleye Trading
511
Walleye Trading
New York
$171K -$1.79M -24,831 -93%
Fifth Third Bancorp
512
Fifth Third Bancorp
Ohio
$159K +$15.5K +216 +14%
PA
513
Parallel Advisors
California
$158K +$49.9K +694 +64%
UB
514
UMB Bank
Missouri
$155K +$16K +223 +15%
GRP
515
Global Retirement Partners
California
$155K +$125K +1,733 New
1IA
516
1620 Investment Advisors
Massachusetts
$153K -$3.96K -55 -3%
DB
517
Danske Bank
Denmark
$152K +$122K +1,700 New
RA
518
RiverPark Advisors
New York
$146K +$1.73K +24 +1%
Kayne Anderson Rudnick Investment Management
519
Kayne Anderson Rudnick Investment Management
California
$141K +$93.1K +1,293 +443%
A
520
AlphaQuest
New York
$136K -$10.7K -148 -9%
FFA
521
Farther Finance Advisors
California
$132K -$53.8K -747 -34%
AIC
522
Archer Investment Corporation
Indiana
$121K +$7.2K +100 +8%
AIM
523
Arcadia Investment Management
Michigan
$108K
IWA
524
Icon Wealth Advisors
Texas
$106K +$85.3K +1,185 New
GGI
525
Godsey & Gibb Inc
Virginia
$96.3K