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Coherent
COHR

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
1226
Owl Creek Wealth Partners
Colorado
$13K +$4.6K +13 +65%
SC
1227
SouthState Corp
Florida
$12.2K -$354 -1 -3%
ECM
1228
Estabrook Capital Management
New York
$11.8K – – –
SC
1229
Sawyer & Company
Massachusetts
$11.8K – – –
BWS
1230
Buck Wealth Strategies
Colorado
$11.8K +$10.6K +30 New
RQS
1231
Ramsey Quantitative Systems
Kentucky
$11.8K +$10.6K +30 New
CT
1232
Clearstead Trust
Maine
$11.4K – – –
HFS
1233
Hughes Financial Services
Virginia
$11.4K +$1.42K +4 +16%
SWM
1234
SHP Wealth Management
Massachusetts
$11.4K +$1.77K +5 +21%
CPG
1235
Cornerstone Planning Group
New Jersey
$11.2K +$707 +2 +6%
PWA
1236
Physician Wealth Advisors
Utah
$10.3K +$2.83K +8 +44%
KG
1237
Kilter Group
New York
$9.86K +$1.06K +3 +14%
SEP
1238
Signature Equity Partners
Ohio
$8.68K -$7.78K -22 -50%
RWM
1239
Raffa Wealth Management
District of Columbia
$8.28K +$1.42K +4 +24%
HIA
1240
HFM Investment Advisors
New Jersey
$8.28K +$3.89K +11 +110%
MCM
1241
MV Capital Management
Maryland
$7.89K +$6.01K +17 +567%
AFC
1242
Ares Financial Consulting
California
$7.89K +$7.07K +20 New
PS
1243
Planning Strategies
Pennsylvania
$6.31K +$5.66K +16 New
DF
1244
Dunhill Financial
United Kingdom
$6.24K – – –
CI
1245
CX Institutional
Indiana
$6K +$3.89K +11 +367%
AAG
1246
Armstrong Advisory Group
Massachusetts
$5.92K – – –
EF
1247
Entrust Financial
Pennsylvania
$5.92K – – –
IAS
1248
IMA Advisory Services
Colorado
$5.92K +$354 +1 +7%
VR
1249
Vision Retirement
New Jersey
$5.92K +$5.31K +15 New
MNA
1250
Manning & Napier Advisors
New York
$5.87K +$5.31K +15 New
48 49
50
51 52