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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
876
Greenline Wealth Management
Florida
$441K +$395K +1,118 New
MWM
877
Moran Wealth Management
Florida
$440K +$35.7K +101 +10%
IA
878
Inspire Advisors
Idaho
$440K +$9.9K +28 +2%
RIL
879
Rothschild Investment LLC
Illinois
$432K +$321K +908 +486%
PWPS
880
Pinnacle Wealth Planning Services
Ohio
$432K -$190K -536 -33%
GFPC
881
Global Financial Private Client
Florida
$431K +$386K +1,092 New
PCG
882
Prosperity Consulting Group
Maryland
$426K +$382K +1,080 New
LAM
883
L2 Asset Management
Massachusetts
$421K +$377K +1,066 New
MNBTD
884
Moody National Bank Trust Division
Texas
$419K +$35.4K +100 +10%
DWM
885
Diversify Wealth Management
Utah
$419K -$58.4K -165 -10%
DAS
886
Diversify Advisory Services
Utah
$419K +$208K +589 +62%
BCM
887
Bourgeon Capital Management
Connecticut
$417K +$354 +1 +0.1%
ZF
888
Zhang Financial
Michigan
$416K +$19.5K +55 +6%
PTC
889
Private Trust Company
Ohio
$415K -$175K -495 -32%
QL
890
Quarry LP
New York
$414K +$371K +1,050 New
VFA
891
Valeo Financial Advisors
Indiana
$408K +$366K +1,035 New
SWP
892
Sagespring Wealth Partners
Tennessee
$406K +$364K +1,029 New
SB
893
Simmons Bank
Arkansas
$403K +$4.25K +12 +1%
NICM
894
Neo Ivy Capital Management
New York
$402K +$360K +1,019 New
SW
895
Simplicity Wealth
New Jersey
$401K +$360K +1,017 New
ONB
896
Old National Bancorp
Indiana
$398K +$354 +1 +0.1%
IWM
897
IHT Wealth Management
Illinois
$397K -$164K -463 -31%
ECM
898
Everence Capital Management
Indiana
$397K +$356K +1,006 New
SC
899
Scotia Capital
Ontario, Canada
$397K -$103K -290 -22%
AFG
900
Albion Financial Group
Utah
$394K – – –
34 35
36
37 38