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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1026
Signature Equity Partners
Ohio
$10.5K +$2.75K +12 +38%
CA
1027
Clearstead Advisors
Ohio
$10K -$686K -2,995 -99%
SHIM
1028
Stone House Investment Management
Pennsylvania
$10K +$458 +2 +5%
AW
1029
Avion Wealth
Texas
$10K -$27.7K -121 -73%
RWS
1030
Retirement Wealth Solutions
Wisconsin
$8.34K -$916 -4 -10%
KFI
1031
Key Financial Inc
Pennsylvania
$8.34K – – –
MAM
1032
Marquette Asset Management
Minnesota
$8.1K +$2.29K +10 +42%
SIC
1033
SJS Investment Consulting
Ohio
$7.86K +$2.52K +11 +50%
AG
1034
AmeriFlex Group
Nevada
$7.62K -$5.27K -23 -42%
SC
1035
SouthState Corp
Florida
$7.62K +$2.52K +11 +52%
SSG
1036
Summit Securities Group
New York
$7.38K +$7.1K +31 New
ECM
1037
Estabrook Capital Management
New York
$7.15K – – –
BWL
1038
Bogart Wealth LLC
Virginia
$7.15K +$1.37K +6 +25%
DWM
1039
Dogwood Wealth Management
Kansas
$7.15K +$5.27K +23 +329%
SC
1040
Sawyer & Company
Massachusetts
$7.15K +$6.87K +30 New
CT
1041
Clearstead Trust
Maine
$6.91K – – –
QC
1042
Quent Capital
New York
$6.91K +$4.12K +18 +164%
TWD
1043
True Wealth Design
Ohio
$6.67K -$687 -3 -10%
BHWM
1044
Bay Harbor Wealth Management
Maryland
$6.19K +$2.52K +11 +73%
WWM
1045
Wolff Wiese Magana
California
$5.96K – – –
HFS
1046
Hughes Financial Services
Virginia
$5.96K -$1.6K -7 -22%
SWM
1047
SHP Wealth Management
Massachusetts
$5.66K +$3.21K +14 +140%
NB
1048
NBT Bank
New York
$5.48K -$37.1K -162 -88%
KG
1049
Kilter Group
New York
$5.24K – – –
RWM
1050
Rialto Wealth Management
New York
$5.24K +$458 +2 +10%
40 41
42
43 44