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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
876
Global Financial Private Client
Florida
$431K +$386K +1,092 New
PCG
877
Prosperity Consulting Group
Maryland
$426K +$382K +1,080 New
LAM
878
L2 Asset Management
Massachusetts
$421K +$377K +1,066 New
MNBTD
879
Moody National Bank Trust Division
Texas
$419K +$35.4K +100 +10%
DWM
880
Diversify Wealth Management
Utah
$419K -$58.4K -165 -10%
DAS
881
Diversify Advisory Services
Utah
$419K +$208K +589 +62%
BCM
882
Bourgeon Capital Management
Connecticut
$417K +$354 +1 +0.1%
ZF
883
Zhang Financial
Michigan
$416K +$19.5K +55 +6%
PTC
884
Private Trust Company
Ohio
$415K -$175K -495 -32%
QL
885
Quarry LP
New York
$414K +$371K +1,050 New
VFA
886
Valeo Financial Advisors
Indiana
$408K +$366K +1,035 New
SWP
887
Sagespring Wealth Partners
Tennessee
$406K +$364K +1,029 New
SB
888
Simmons Bank
Arkansas
$403K +$4.25K +12 +1%
NICM
889
Neo Ivy Capital Management
New York
$402K +$360K +1,019 New
SW
890
Simplicity Wealth
New Jersey
$401K +$360K +1,017 New
ONB
891
Old National Bancorp
Indiana
$398K +$354 +1 +0.1%
IWM
892
IHT Wealth Management
Illinois
$397K -$164K -463 -31%
ECM
893
Everence Capital Management
Indiana
$397K +$356K +1,006 New
SC
894
Scotia Capital
Ontario, Canada
$397K -$103K -290 -22%
AFG
895
Albion Financial Group
Utah
$394K – – –
GC
896
Gibson Capital
Pennsylvania
$394K – – –
CPIG
897
Chicago Partners Investment Group
Illinois
$392K +$89.8K +254 +25%
SCM
898
Shelton Capital Management
Colorado
$391K – – –
GIM
899
Generali Investments Management
Slovenia
$391K +$121K +343 +53%
BSG
900
Black Swift Group
Colorado
$385K -$1.8M -5,075 -84%
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