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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
751
Centaurus Financial
California
$414K +$168K +732 +73%
BSB
752
Bangor Savings Bank
Maine
$412K -$47.2K -206 -11%
BWA
753
BlueChip Wealth Advisors
Georgia
$412K +$101K +443 +34%
NEI
754
Northwest & Ethical Investments
Ontario, Canada
$411K +$372K +1,623 New
BBHC
755
Brown Brothers Harriman & Co
New York
$411K +$376K +1,642 +2,002%
CTA
756
Chesley Taft & Associates
Illinois
$409K -$11.9K -52 -3%
KWA
757
Kingswood Wealth Advisors
California
$406K +$26.1K +114 +7%
CFG
758
Citizens Financial Group
Rhode Island
$405K +$34.3K +150 +10%
FRA
759
Frank Rimerman Advisors
California
$405K +$389K +1,699 New
CG
760
Cynosure Group
Utah
$403K +$387K +1,692 New
HNB
761
Huntington National Bank
Ohio
$402K +$48.3K +211 +14%
IAA
762
Independent Advisor Alliance
North Carolina
$400K +$25K +109 +7%
FT
763
Fiduciary Trust
Massachusetts
$397K +$382K +1,667 New
FAL
764
Focused Alpha LLC
Colorado
$397K +$382K +1,667 New
DILIC
765
Dai-ichi Life Insurance Company
Japan
$396K +$381K +1,662 New
NWAG
766
Net Worth Advisory Group
Utah
$395K -$22.4K -98 -6%
GP
767
Gallo Partners
New Jersey
$392K +$377K +1,645 New
WWM
768
Walser Wealth Management
Florida
$389K +$374K +1,635 New
CI
769
Cigna Investments
Connecticut
$389K +$34.6K +151 +10%
GWM
770
Gibbs Wealth Management
Georgia
$388K +$373K +1,630 New
PWPS
771
Pinnacle Wealth Planning Services
Ohio
$388K -$185K -809 -33%
AAM
772
Advisors Asset Management
Colorado
$384K +$24.7K +108 +7%
SC
773
Savant Capital
Illinois
$383K +$22K +96 +6%
CIM
774
CIM Investment Management
Pennsylvania
$383K -$174K -758 -32%
ECA
775
Elevate Capital Advisors
Colorado
$382K +$367K +1,602 New
29 30
31
32 33