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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
1076
Jackson Thornton Wealth Management
Alabama
$206K +$185K +522 New
LWM
1077
Langley Wealth Management
Mississippi
$204K +$183K +517 New
MIP
1078
Marietta Investment Partners
Wisconsin
$204K +$183K +517 New
CWWM
1079
Clear Wave Wealth Management
New Jersey
$204K +$183K +516 New
LFA
1080
Legacy Financial Advisors
Kentucky
$204K +$183K +516 New
EW
1081
Elyxium Wealth
California
$203K +$182K +514 New
I
1082
InceptionR
California
$202K -$896K -2,534 -83%
CC
1083
Citrine Capital
California
$201K +$180K +510 New
CAM
1084
Capital Asset Management
Colorado
$201K +$180K +509 New
GJIA
1085
Glass Jacobson Investment Advisors
Maryland
$198K +$177K +501 New
1IA
1086
1620 Investment Advisors
Massachusetts
$197K -$111K -315 -39%
UB
1087
UMB Bank
Missouri
$194K -$209K -590 -54%
P
1088
Palladiem
Pennsylvania
$193K +$113K +320 +188%
TFA
1089
Toth Financial Advisory
Virginia
$186K +$5.66K +16 +4%
ACA
1090
Atlas Capital Advisors
Wyoming
$182K -$5.66K -16 -3%
GDCM
1091
Galaxy Digital Capital Management
New York
$180K +$62.3K +176 +63%
CB
1092
Community Bank
New York
$177K – – –
SWM
1093
Spire Wealth Management
Virginia
$176K +$156K +441 +11,025%
MAM
1094
Morse Asset Management
Connecticut
$174K +$1.77K +5 +1%
HIA
1095
Harbor Investment Advisory
Maryland
$170K +$152K +430 New
CWP
1096
Concord Wealth Partners
Virginia
$166K +$149K +422 New
CFFP
1097
Center for Financial Planning
Michigan
$158K -$35.4K -100 -20%
TSMHT
1098
Thurston Springer Miller Herd & Titak
Indiana
$158K – – –
CM
1099
Capula Management
Cayman Islands
$151K +$136K +384 New
KAS
1100
Kemnay Advisory Services
New York
$148K -$24.1K -68 -15%
42 43
44
45 46