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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
826
DV Trading
Illinois
$297K +$274K +1,195 +2,255%
QCM
827
Qsemble Capital Management
New York
$295K -$223K -972 -44%
GA
828
Greenspring Advisors
Maryland
$295K +$284K +1,239 New
MAP
829
Moody Aldrich Partners
Massachusetts
$293K +$281K +1,228 New
VSQM
830
V-Square Quantitative Management
Illinois
$292K +$244K +1,067 +680%
DAS
831
Diversify Advisory Services
Utah
$291K -$46.3K -202 -17%
AIM
832
Arcadia Investment Management
Michigan
$289K – – –
SWM
833
StoneCrest Wealth Management
Arizona
$286K +$275K +1,202 New
CAM
834
Congress Asset Management
Massachusetts
$286K +$275K +1,200 New
IFG
835
Independent Financial Group
California
$283K +$272K +1,187 New
SAM
836
Smithbridge Asset Management
Pennsylvania
$280K +$269K +1,175 New
SW
837
SMART Wealth
Nebraska
$279K +$268K +1,170 New
KFG
838
Kingdom Financial Group
Arizona
$278K -$71.9K -314 -21%
LAS
839
Lloyd Advisory Services
Georgia
$278K +$267K +1,166 New
TCM
840
TABR Capital Management
California
$277K +$267K +1,164 New
CICI
841
Capital Investment Counsel Inc
North Carolina
$276K – – –
LCM
842
Legato Capital Management
California
$275K +$264K +1,155 New
AOWM
843
Asset One Wealth Management
Washington
$275K +$183K +800 New
PGFC
844
Peapack-Gladstone Financial Corp
New Jersey
$270K +$259K +1,132 New
PWMAG
845
Pinnacle Wealth Management Advisory Group
New Jersey
$270K -$589K -2,570 -69%
TPI
846
Trust Point Inc
Wisconsin
$269K +$10.3K +45 +4%
IA
847
Inspire Advisors
Idaho
$268K -$5.46M -23,835 -95%
SFO
848
Stokes Family Office
Louisiana
$268K – – –
WB
849
WesBanco Bank
West Virginia
$267K +$256K +1,120 New
CCS
850
Concentric Capital Strategies
Connecticut
$267K -$6.54M -28,578 -96%
32 33
34
35 36