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Coherent

Name Holding Trade Value Shares
Change
Change in
Stake
AF
701
Allworth Financial
California
$1.18M +$139K +392 +15%
WA
702
Waverly Advisors
Alabama
$1.17M +$427K +1,208 +68%
VA
703
VestGen Advisors
Illinois
$1.16M -$129K -366 -11%
PD
704
Planning Directions
Pennsylvania
$1.14M – – –
CA
705
Clearstead Advisors
Ohio
$1.14M +$1.01M +2,855 +6,798%
FIA
706
Foundations Investment Advisors
Arizona
$1.14M +$96.6K +273 +10%
PA
707
Profund Advisors
Maryland
$1.13M +$178K +502 +21%
Blackstone Inc
708
Blackstone Inc
New York
$1.13M -$3.1M -8,765 -75%
BP
709
Ballentine Partners
Massachusetts
$1.11M +$87.4K +247 +10%
PA
710
Parallel Advisors
California
$1.1M +$223K +630 +29%
GC
711
Gilbert & Cook
Iowa
$1.1M -$1.42K -4 -0.1%
GTAM
712
Global Trust Asset Management
Florida
$1.09M +$278K +787 +40%
CAG
713
Csenge Advisory Group
Florida
$1.09M +$978K +2,765 New
RFM
714
Royal Fund Management
Florida
$1.08M -$302K -855 -24%
PFG
715
Putney Financial Group
California
$1.07M +$105K +298 +12%
AF
716
Atala Financial
California
$1.07M – – –
SFI
717
Siemens Fonds Invest
Germany
$1.07M +$161K +454 +20%
WA
718
WealthTrust Axiom
Pennsylvania
$1.06M -$26.5K -75 -3%
SCA
719
Snowden Capital Advisors
New York
$1.05M +$942K +2,662 New
Bank Julius Baer & Co
720
Bank Julius Baer & Co
Switzerland
$1.05M +$940K +2,658 New
PG
721
Patten Group
Tennessee
$1.01M +$909K +2,571 New
CT
722
Chicago Trust
Illinois
$994K +$4.25K +12 +0.5%
PL
723
Perpetual Ltd
Australia
$989K -$527K -1,490 -37%
BWG
724
Balanced Wealth Group
Ohio
$986K -$1.06K -3 -0.1%
PPA
725
Pacific Point Advisors
California
$986K – – –