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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
901
Values First Advisors
Tennessee
$384K +$344K +973 New
QFA
902
Quantum Financial Advisors
California
$382K -$3.18K -9 -0.9%
TFG
903
Turner Financial Group
Florida
$381K +$342K +966 New
RCA
904
Resonant Capital Advisors
Wisconsin
$380K -$9.55K -27 -3%
ATC
905
Argent Trust Co
Tennessee
$380K +$341K +963 New
LS
906
Livforsakringsbolaget Skandia
Sweden
$379K -$14.1K -40 -4%
CCM
907
Canal Capital Management
Virginia
$378K +$8.84K +25 +3%
BFA
908
Bill Few Associates
Pennsylvania
$375K – – –
HI
909
Harbour Investments
Wisconsin
$374K +$88.1K +249 +36%
CRC
910
Curi RMB Capital
Illinois
$372K +$17.3K +49 +5%
GGI
911
Godsey & Gibb Inc
Virginia
$369K -$1.77K -5 -0.5%
CCFM
912
Clear Creek Financial Management
Washington
$369K +$331K +935 New
SDWMA
913
Schneider Downs Wealth Management Advisors
Pennsylvania
$367K – – –
PCP
914
Proficio Capital Partners
Massachusetts
$365K +$328K +926 New
NFSG
915
Newbridge Financial Services Group
Florida
$365K -$180K -510 -36%
IAS
916
Insigneo Advisory Services
Florida
$364K +$327K +924 New
DS
917
DRW Securities
Illinois
$361K +$323K +914 New
GWP
918
Gateway Wealth Partners
Wisconsin
$360K -$326K -922 -50%
CFP
919
Catalyst Financial Partners
Massachusetts
$357K +$3.54K +10 +1%
DWM
920
Destination Wealth Management
California
$357K +$1.42K +4 +0.4%
CAG
921
Crestwood Advisors Group
Massachusetts
$356K +$319K +903 New
MFS
922
Mirabella Financial Services
United Kingdom
$355K -$3.01M -8,502 -90%
BBA
923
Baader Bank Aktiengesellschaft
Germany
$351K -$1.21M -3,409 -79%
LCM
924
Legato Capital Management
California
$350K -$95.2K -269 -23%
PWMG
925
Prestige Wealth Management Group
New Jersey
$349K +$249K +705 +392%
35 36
37
38 39