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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1051
Pallas Capital Advisors
Massachusetts
$224K +$201K +567 New
SP
1052
SmartHarvest Portfolios
Washington
$224K +$201K +567 New
SRC
1053
Sage Rhino Capital
California
$221K +$198K +561 New
BTI
1054
Blue Trust Inc
Georgia
$219K -$22.3K -63 -10%
ISL
1055
Ingalls & Snyder LLC
New York
$218K +$196K +553 New
OCA
1056
OpenArc Corporate Advisory
Georgia
$218K +$195K +552 New
GHA
1057
GW Henssler & Associates
Georgia
$217K +$195K +551 New
CWM
1058
Cornerstone Wealth Management
Missouri
$217K +$195K +550 New
CWG
1059
Cornerstone Wealth Group
North Carolina
$216K +$194K +549 New
FA
1060
Financial Alternatives
California
$215K +$193K +546 New
IAIM
1061
International Assets Investment Management
Florida
$213K +$205K +579 New
SL
1062
Salomon & Ludwin
Virginia
$213K -$8.14K -23 -4%
RWM
1063
Revisor Wealth Management
Ohio
$212K +$190K +537 New
HWA
1064
HCR Wealth Advisors
California
$212K +$190K +537 New
HHCP
1065
Hilton Head Capital Partners
South Carolina
$211K +$17K +48 +10%
AWA
1066
Aletheian Wealth Advisors
Washington
$211K +$189K +534 New
OL
1067
OneFund LLC
Florida
$210K +$10.6K +30 +6%
S
1068
Storgate
Texas
$209K +$188K +531 New
CW
1069
CreativeOne Wealth
Kansas
$209K +$188K +531 New
MIM
1070
Montgomery Investment Management
Maryland
$209K +$187K +530 New
SMFG
1071
Sumitomo Mitsui Financial Group
Japan
$209K +$187K +530 New
GFA
1072
Gallagher Fiduciary Advisors
Illinois
$208K +$187K +528 New
TSS
1073
Two Sigma Securities
New York
$207K -$463K -1,310 -71%
KFGK
1074
Keystone Financial Group (Kentucky)
Kentucky
$207K +$185K +524 New
CAMG
1075
CWA Asset Management Group
Florida
$206K +$185K +523 New
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