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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
901
Gibson Capital
Pennsylvania
$394K – – –
CPIG
902
Chicago Partners Investment Group
Illinois
$392K +$89.8K +254 +25%
SCM
903
Shelton Capital Management
Colorado
$391K – – –
GIM
904
Generali Investments Management
Slovenia
$391K +$121K +343 +53%
BSG
905
Black Swift Group
Colorado
$385K -$1.8M -5,075 -84%
VFA
906
Values First Advisors
Tennessee
$384K +$344K +973 New
QFA
907
Quantum Financial Advisors
California
$382K -$3.18K -9 -0.9%
TFG
908
Turner Financial Group
Florida
$381K +$342K +966 New
RCA
909
Resonant Capital Advisors
Wisconsin
$380K -$9.55K -27 -3%
ATC
910
Argent Trust Co
Tennessee
$380K +$341K +963 New
LS
911
Livforsakringsbolaget Skandia
Sweden
$379K -$14.1K -40 -4%
CCM
912
Canal Capital Management
Virginia
$378K +$8.84K +25 +3%
BFA
913
Bill Few Associates
Pennsylvania
$375K – – –
HI
914
Harbour Investments
Wisconsin
$374K +$88.1K +249 +36%
CRC
915
Curi RMB Capital
Illinois
$372K +$17.3K +49 +5%
GGI
916
Godsey & Gibb Inc
Virginia
$369K -$1.77K -5 -0.5%
CCFM
917
Clear Creek Financial Management
Washington
$369K +$331K +935 New
SDWMA
918
Schneider Downs Wealth Management Advisors
Pennsylvania
$367K – – –
PCP
919
Proficio Capital Partners
Massachusetts
$365K +$328K +926 New
NFSG
920
Newbridge Financial Services Group
Florida
$365K -$180K -510 -36%
IAS
921
Insigneo Advisory Services
Florida
$364K +$327K +924 New
DS
922
DRW Securities
Illinois
$361K +$323K +914 New
GWP
923
Gateway Wealth Partners
Wisconsin
$360K -$326K -922 -50%
CFP
924
Catalyst Financial Partners
Massachusetts
$357K +$3.54K +10 +1%
DWM
925
Destination Wealth Management
California
$357K +$1.42K +4 +0.4%
35 36
37
38 39