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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
926
Crestwood Advisors Group
Massachusetts
$356K +$319K +903 New
MFS
927
Mirabella Financial Services
United Kingdom
$355K -$3.01M -8,502 -90%
BBA
928
Baader Bank Aktiengesellschaft
Germany
$351K -$1.21M -3,409 -79%
LCM
929
Legato Capital Management
California
$350K -$95.2K -269 -23%
PWMG
930
Prestige Wealth Management Group
New Jersey
$349K +$249K +705 +392%
SW
931
SMART Wealth
Nebraska
$348K -$102K -287 -25%
WIM
932
WIM Investment Management
Hong Kong
$347K +$311K +880 New
GWMR
933
GC Wealth Management RIA
Massachusetts
$346K -$70K -198 -18%
PAG
934
Poinciana Advisors Group
Florida
$346K – – –
WA
935
Win Advisors
Florida
$345K +$310K +875 New
NI
936
Natural Investments
California
$344K – – –
SAM
937
Smartleaf Asset Management
Massachusetts
$342K – – –
ACM
938
Alpha Capital Management
Texas
$341K +$306K +864 New
GWM
939
GK Wealth Management
Nevada
$339K +$304K +859 New
SC
940
Saiph Capital
New Jersey
$335K +$300K +849 New
BAM
941
Blueshift Asset Management
New Jersey
$334K -$200K -565 -40%
BCM
942
Bayesian Capital Management
New York
$333K +$298K +843 New
MMM
943
Mendel Money Management
Illinois
$331K -$205K -580 -41%
PWM
944
Provident Wealth Management
Tennessee
$331K – – –
CG
945
Caprock Group
Idaho
$329K +$295K +834 New
AWM
946
Affinity Wealth Management
Delaware
$328K +$294K +831 New
CA
947
Commerzbank Aktiengesellschaft
Germany
$327K +$293K +829 New
TCOO
948
Trust Company of Oklahoma
Oklahoma
$326K +$293K +827 New
SQA
949
Simon Quick Advisors
New Jersey
$325K +$292K +825 New
DWM
950
Drive Wealth Management
Utah
$325K +$292K +825 New
36 37
38
39 40