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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
801
Independent Advisor Alliance
North Carolina
$685K +$20.5K +58 +3%
FRA
802
Frank Rimerman Advisors
California
$681K +$9.9K +28 +2%
CIM
803
CIM Investment Management
Pennsylvania
$680K +$42.1K +119 +7%
KWA
804
Kingswood Wealth Advisors
California
$678K +$4.95K +14 +0.8%
CI
805
Cigna Investments
Connecticut
$672K +$23.3K +66 +4%
KAM
806
Kopion Asset Management
Texas
$663K -$343K -969 -37%
MWM
807
Meridian Wealth Management
Kentucky
$658K +$112K +318 +24%
BSB
808
Bangor Savings Bank
Maine
$657K -$21.9K -62 -4%
PCS
809
Personal CFO Solutions
New Jersey
$652K +$64.7K +183 +12%
MCM
810
MAI Capital Management
Ohio
$646K +$353K +999 +157%
TC
811
Trilogy Capital
California
$631K +$88.4K +250 +19%
GVAG
812
Great Valley Advisor Group
Delaware
$628K +$564K +1,594 New
HA
813
Huntleigh Advisors
Missouri
$617K +$554K +1,565 New
WFI
814
West Family Investments
California
$617K +$75.3K +213 +16%
CTA
815
Chesley Taft & Associates
Illinois
$612K -$58.7K -166 -10%
SIS
816
Sound Income Strategies
Florida
$611K +$393K +1,110 +253%
NWAG
817
Net Worth Advisory Group
Utah
$608K -$41K -116 -7%
ECA
818
Elevate Capital Advisors
Colorado
$605K -$24.1K -68 -4%
1CM
819
1492 Capital Management
Wisconsin
$602K -$102K -289 -16%
BJL
820
Brighton Jones LLC
Washington
$597K +$89.5K +253 +20%
FIB
821
First Interstate Bank
Montana
$592K – – –
AIM
822
Avanda Investment Management
Singapore
$592K +$531K +1,500 New
PPWP
823
Premier Path Wealth Partners
New Jersey
$589K +$18K +51 +4%
LWM
824
Level Wealth Management
North Carolina
$586K +$526K +1,486 New
SOS
825
Silver Oak Securities
Tennessee
$584K -$259K -733 -33%
31 32
33
34 35