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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
751
Three Seasons Wealth
Utah
$863K +$774K +2,188 New
PDL
752
Portfolio Design Labs
California
$853K +$765K +2,162 New
PWM
753
Perigon Wealth Management
California
$852K +$426K +1,203 +126%
GM
754
GeoWealth Management
Illinois
$851K +$763K +2,158 New
WA
755
WESPAC Advisors
California
$841K +$754K +2,132 New
LFAS
756
Level Four Advisory Services
Texas
$835K -$293K -829 -28%
BFIM
757
Beese Fulmer Investment Management
Ohio
$829K +$80.3K +227 +12%
BCV
758
Banque Cantonale Vaudoise
Switzerland
$828K -$372K -1,053 -33%
FMI
759
Frec Markets Inc
California
$824K +$403K +1,140 +120%
PF
760
Phoenix Financial
Israel
$819K +$734K +2,076 New
TAM
761
Trust Asset Management
Texas
$819K +$734K +2,076 New
FAB
762
First American Bank
Illinois
$818K +$733K +2,073 New
HP
763
Hilltop Partners
Indiana
$816K +$1.77K +5 +0.2%
SW
764
SteelPeak Wealth
California
$816K +$731K +2,068 New
BHCM
765
Brevan Howard Capital Management
Jersey
$814K -$3.13M -8,858 -81%
HSA
766
HBK Sorce Advisory
Pennsylvania
$809K +$8.84K +25 +1%
GS
767
GWN Securities
Florida
$802K -$6.01K -17 -0.8%
SFG
768
Sunburst Financial Group
Alabama
$802K – – –
LBWM
769
Left Brain Wealth Management
Illinois
$795K +$713K +2,015 New
NL
770
NKCFO LLC
Illinois
$789K – – –
GS
771
GTS Securities
Florida
$778K +$239K +676 +52%
WFA
772
Wedbush Fund Advisers
California
$777K +$696K +1,969 New
MA
773
Mezzasalma Advisors
New Jersey
$773K +$693K +1,960 New
SC
774
Syon Capital
California
$768K -$11.7K -33 -2%
LP
775
Longaeva Partners
Illinois
$758K +$679K +1,921 New
29 30
31
32 33