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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
601
Creative Financial Designs
Indiana
$5K +$1.94K +27 +93%
PGAM
602
Princeton Global Asset Management
New Jersey
$4.91K +$3.96K +55 New
TCM
603
Traub Capital Management
Massachusetts
$4.24K +$3.38K +47 New
BFP
604
Briaud Financial Planning
Texas
$4K – – –
SWP
605
Strategic Wealth Partners
Ohio
$3.92K +$3.17K +44 New
HFS
606
Hughes Financial Services
Virginia
$3.64K +$2.45K +34 New
KFI
607
Key Financial Inc
Pennsylvania
$3.12K +$2.52K +35 New
S
608
Sachetta
Massachusetts
$2.94K -$6.55K -91 -73%
ECM
609
Estabrook Capital Management
New York
$2.68K – – –
WWM
610
Wolff Wiese Magana
California
$2.23K – – –
WSFS
611
Wilmington Savings Fund Society
Delaware
$2.14K +$1.01K +14 +140%
AW
612
Avion Wealth
Texas
$2K +$576 +8 +35%
CH
613
Cromwell Holdings
Wyoming
$1.96K +$864 +12 +120%
TWD
614
True Wealth Design
Ohio
$1.87K +$864 +12 +133%
RCM
615
Raleigh Capital Management
North Carolina
$1.78K – – –
SC
616
SouthState Corp
Florida
$1.61K -$12.9K -179 -91%
SIC
617
SJS Investment Consulting
Ohio
$1.52K -$792 -11 -39%
KG
618
Kilter Group
New York
$1.52K +$1.22K +17 New
VWWMG
619
Vermillion & White Wealth Management Group
Pennsylvania
$1.25K – – –
RWM
620
Rialto Wealth Management
New York
$1.25K +$504 +7 +100%
NEWAS
621
N.E.W. Advisory Services
Wisconsin
$1.16K – – –
RAM
622
Riggs Asset Management
Pennsylvania
$1.07K +$504 +7 +140%
MAWAG
623
Mid-American Wealth Advisory Group
Missouri
$981 +$792 +11 New
BCH
624
Berkshire Capital Holdings
California
$892 – – –
RIL
625
Rothschild Investment LLC
Illinois
$892 +$360 +5 +100%
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