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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
651
Chesley Taft & Associates
Illinois
$327K +$265K +1,769 New
NFSG
652
Newbridge Financial Services Group
Florida
$325K -$67.3K -450 -20%
1IA
653
1620 Investment Advisors
Massachusetts
$325K -$748 -5 -0.3%
CSA
654
Cornerstone Select Advisors
Missouri
$324K +$263K +1,756 New
NWAG
655
Net Worth Advisory Group
Utah
$324K -$546K -3,647 -67%
BWG
656
Balanced Wealth Group
Ohio
$321K – – –
BEI
657
Benjamin Edwards Inc
Missouri
$319K -$822K -5,496 -76%
AIC
658
Archer Investment Corporation
Indiana
$316K +$37.1K +248 +17%
CFGW
659
Chancellor Financial Group WB
Pennsylvania
$316K +$256K +1,710 New
DB
660
Danske Bank
Denmark
$314K – – –
GCP
661
GSA Capital Partners
United Kingdom
$311K +$252K +1,684 New
CL
662
Choreo LLC
Illinois
$310K -$65.8K -440 -21%
ERSOT
663
Employees Retirement System of Texas
Texas
$309K +$250K +1,674 New
WWM
664
Whalen Wealth Management
Nevada
$305K +$247K +1,652 New
SWM
665
Segment Wealth Management
Texas
$301K +$244K +1,630 New
WA
666
Waverly Advisors
Alabama
$299K +$242K +1,621 New
WAP
667
Wealthcare Advisory Partners
Pennsylvania
$299K -$50.3K -336 -17%
MMM
668
Mendel Money Management
Illinois
$297K -$111K -745 -32%
KWA
669
Kingswood Wealth Advisors
California
$294K +$238K +1,592 New
PCS
670
Personal CFO Solutions
New Jersey
$291K -$136K -909 -37%
IAA
671
Independent Advisor Alliance
North Carolina
$290K +$235K +1,570 New
CFG
672
Citizens Financial Group
Rhode Island
$286K +$232K +1,551 New
PTC
673
Private Trust Company
Ohio
$285K – – –
EC
674
EntryPoint Capital
New York
$285K -$183K -1,225 -44%
AT
675
American Trust
Kentucky
$280K -$118K -788 -34%
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