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Cohen & Steers

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Centerpoint Advisors
Massachusetts
$15K
UB
227
UMB Bank
Missouri
$14.3K +$12K +184 +418%
KAS
228
Kemnay Advisory Services
New York
$14.3K +$14.9K +228 New
RIL
229
Rothschild Investment LLC
Illinois
$14.1K +$11.5K +177 +361%
QC
230
Quent Capital
New York
$13.4K
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$13.2K -$37.1K -569 -73%
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$11.3K
RWS
233
Retirement Wealth Solutions
Wisconsin
$11K
MA
234
MCF Advisors
Kentucky
$11K
PA
235
Parallel Advisors
California
$10.1K
MG
236
Mather Group
Illinois
$10K +$10.4K +160 New
PFBT
237
Parkside Financial Bank & Trust
Missouri
$9.76K -$1.5K -23 -13%
CA
238
Crewe Advisors
Utah
$8.07K
QT
239
Quantbot Technologies
New York
$7.57K -$378K -5,788 -98%
AT
240
Arlington Trust
Alabama
$6.32K +$6.59K +101 New
DWS
241
Dynamic Wealth Strategies
California
$6.25K -$3.78K -58 -37%
AFG
242
Albion Financial Group
Utah
$6.25K
PPC
243
Park Place Capital
Alabama
$6K
CIAS
244
CBIZ Investment Advisory Services
Ohio
$5.13K -$23.2K -356 -81%
NA
245
NewEdge Advisors
Louisiana
$5.13K
BCM
246
Boreal Capital Management
Florida
$4.07K
BW
247
Basepoint Wealth
Iowa
$3.97K +$65 +1 +2%
First Eagle Investment Management
248
First Eagle Investment Management
New York
$3.82K
BBHC
249
Brown Brothers Harriman & Co
New York
$3.56K +$3.72K +57 New
JWM
250
JPL Wealth Management
Colorado
$3.44K +$3.59K +55 New