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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
926
SMART Wealth
Nebraska
$348K -$102K -287 -25%
WIM
927
WIM Investment Management
Hong Kong
$347K +$311K +880 New
GWMR
928
GC Wealth Management RIA
Massachusetts
$346K -$70K -198 -18%
PAG
929
Poinciana Advisors Group
Florida
$346K – – –
WA
930
Win Advisors
Florida
$345K +$310K +875 New
NI
931
Natural Investments
California
$344K – – –
SAM
932
Smartleaf Asset Management
Massachusetts
$342K – – –
ACM
933
Alpha Capital Management
Texas
$341K +$306K +864 New
GWM
934
GK Wealth Management
Nevada
$339K +$304K +859 New
SC
935
Saiph Capital
New Jersey
$335K +$300K +849 New
BAM
936
Blueshift Asset Management
New Jersey
$334K -$200K -565 -40%
BCM
937
Bayesian Capital Management
New York
$333K +$298K +843 New
MMM
938
Mendel Money Management
Illinois
$331K -$205K -580 -41%
PWM
939
Provident Wealth Management
Tennessee
$331K – – –
CG
940
Caprock Group
Idaho
$329K +$295K +834 New
AWM
941
Affinity Wealth Management
Delaware
$328K +$294K +831 New
CA
942
Commerzbank Aktiengesellschaft
Germany
$327K +$293K +829 New
TCOO
943
Trust Company of Oklahoma
Oklahoma
$326K +$293K +827 New
SQA
944
Simon Quick Advisors
New Jersey
$325K +$292K +825 New
DWM
945
Drive Wealth Management
Utah
$325K +$292K +825 New
MSR
946
Main Street Research
Connecticut
$325K -$8.14K -23 -3%
PGCM
947
Prescott Group Capital Management
Oklahoma
$323K -$1.13M -3,181 -80%
GKFF
948
George Kaiser Family Foundation
Oklahoma
$323K +$290K +819 New
WAP
949
Wealthcare Advisory Partners
Pennsylvania
$321K +$288K +814 New
JFGIW
950
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$321K – – –
36 37
38
39 40