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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1026
Aaron Wealth Advisors
Illinois
$246K +$220K +623 New
RBFC
1027
Roman Butler Fullerton & Co
Missouri
$245K +$282K +797 New
IC
1028
IEQ Capital
California
$244K +$219K +619 New
IAS
1029
Integrity Advisory Solutions
Texas
$244K +$219K +619 New
FFA
1030
Founders Financial Alliance
North Carolina
$243K +$218K +615 New
GCIA
1031
Gabelli & Co Investment Advisers
New York
$242K +$217K +614 New
HCM
1032
Howard Capital Management
Georgia
$242K +$217K +613 New
NEI
1033
Northwest & Ethical Investments
Ontario, Canada
$241K -$357K -1,008 -62%
FA
1034
Fiduciary Alliance
South Carolina
$240K +$215K +608 New
ACM
1035
Arlington Capital Management
Illinois
$237K +$213K +602 New
BCA
1036
Bay Colony Advisors
Massachusetts
$237K +$213K +601 New
ZWA
1037
Zinnia Wealth Advisory
Florida
$237K +$213K +601 New
RCM
1038
Richardson Capital Management
Wisconsin
$237K – – –
AC
1039
AlphaCore Capital
California
$237K +$212K +600 New
SFS
1040
Sharp Financial Services
Pennsylvania
$237K +$212K +600 New
SFG
1041
Sovereign Financial Group
Connecticut
$234K +$210K +593 New
TWM
1042
TRB Wealth Management
Texas
$233K +$209K +591 New
PWG
1043
Portside Wealth Group
Utah
$230K +$206K +582 New
IIL
1044
Income Insurance Ltd
$229K +$205K +580 New
BONST
1045
Bank of Nova Scotia Trust
Ontario, Canada
$228K -$178K -503 -46%
CAM
1046
Claret Asset Management
Quebec, Canada
$228K -$724K -2,046 -78%
BFC
1047
Blue Fin Capital
Rhode Island
$227K +$203K +575 New
KWM
1048
Kiker Wealth Management
Georgia
$225K +$202K +571 New
BAM
1049
Belpointe Asset Management
Nevada
$225K +$202K +570 New
PWS
1050
Precision Wealth Strategies
Missouri
$224K +$201K +569 New
40 41
42
43 44