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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
801
Cigna Investments
Connecticut
$672K +$23.3K +66 +4%
KAM
802
Kopion Asset Management
Texas
$663K -$343K -969 -37%
MWM
803
Meridian Wealth Management
Kentucky
$658K +$112K +318 +24%
BSB
804
Bangor Savings Bank
Maine
$657K -$21.9K -62 -4%
PCS
805
Personal CFO Solutions
New Jersey
$652K +$64.7K +183 +12%
MCM
806
MAI Capital Management
Ohio
$646K +$353K +999 +157%
TC
807
Trilogy Capital
California
$631K +$88.4K +250 +19%
GVAG
808
Great Valley Advisor Group
Delaware
$628K +$564K +1,594 New
HA
809
Huntleigh Advisors
Missouri
$617K +$554K +1,565 New
WFI
810
West Family Investments
California
$617K +$75.3K +213 +16%
CTA
811
Chesley Taft & Associates
Illinois
$612K -$58.7K -166 -10%
SIS
812
Sound Income Strategies
Florida
$611K +$393K +1,110 +253%
NWAG
813
Net Worth Advisory Group
Utah
$608K -$41K -116 -7%
ECA
814
Elevate Capital Advisors
Colorado
$605K -$24.1K -68 -4%
1CM
815
1492 Capital Management
Wisconsin
$602K -$102K -289 -16%
BJL
816
Brighton Jones LLC
Washington
$597K +$89.5K +253 +20%
FIB
817
First Interstate Bank
Montana
$592K – – –
AIM
818
Avanda Investment Management
Singapore
$592K +$531K +1,500 New
PPWP
819
Premier Path Wealth Partners
New Jersey
$589K +$18K +51 +4%
LWM
820
Level Wealth Management
North Carolina
$586K +$526K +1,486 New
SOS
821
Silver Oak Securities
Tennessee
$584K -$259K -733 -33%
ACM
822
Advisors Capital Management
New Jersey
$574K +$36.4K +103 +8%
ATS
823
Ashton Thomas Securities
New York
$567K +$473K +1,336 New
AWA
824
Arkadios Wealth Advisors
Georgia
$565K -$171K -483 -25%
HA
825
Herold Advisors
New York
$564K – – –
31 32
33
34 35