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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1026
Stone House Investment Management
Pennsylvania
$10K +$458 +2 +5%
AW
1027
Avion Wealth
Texas
$10K -$27.7K -121 -73%
RWS
1028
Retirement Wealth Solutions
Wisconsin
$8.34K -$916 -4 -10%
KFI
1029
Key Financial Inc
Pennsylvania
$8.34K – – –
MAM
1030
Marquette Asset Management
Minnesota
$8.1K +$2.29K +10 +42%
SIC
1031
SJS Investment Consulting
Ohio
$7.86K +$2.52K +11 +50%
AG
1032
AmeriFlex Group
Nevada
$7.62K -$5.27K -23 -42%
SC
1033
SouthState Corp
Florida
$7.62K +$2.52K +11 +52%
SSG
1034
Summit Securities Group
New York
$7.38K +$7.1K +31 New
ECM
1035
Estabrook Capital Management
New York
$7.15K – – –
BWL
1036
Bogart Wealth LLC
Virginia
$7.15K +$1.37K +6 +25%
DWM
1037
Dogwood Wealth Management
Kansas
$7.15K +$5.27K +23 +329%
SC
1038
Sawyer & Company
Massachusetts
$7.15K +$6.87K +30 New
CT
1039
Clearstead Trust
Maine
$6.91K – – –
QC
1040
Quent Capital
New York
$6.91K +$4.12K +18 +164%
TWD
1041
True Wealth Design
Ohio
$6.67K -$687 -3 -10%
BHWM
1042
Bay Harbor Wealth Management
Maryland
$6.19K +$2.52K +11 +73%
WWM
1043
Wolff Wiese Magana
California
$5.96K – – –
HFS
1044
Hughes Financial Services
Virginia
$5.96K -$1.6K -7 -22%
SWM
1045
SHP Wealth Management
Massachusetts
$5.66K +$3.21K +14 +140%
NB
1046
NBT Bank
New York
$5.48K -$37.1K -162 -88%
KG
1047
Kilter Group
New York
$5.24K – – –
RWM
1048
Rialto Wealth Management
New York
$5.24K +$458 +2 +10%
LWMI
1049
Legacy Wealth Management (Idaho)
Idaho
$4.76K +$4.58K +20 New
OCWP
1050
Owl Creek Wealth Partners
Colorado
$4.76K +$4.58K +20 New
40 41
42
43 44