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Cohen & Steers

Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Crewe Advisors
Utah
$15K +$17.6K +233 New
PHK
177
Point72 Hong Kong
Hong Kong
$14K +$16.4K +217 New
CA
178
CoreCap Advisors
Michigan
$14K +$16.8K +222 New
VVP
179
Venture Visionary Partners
Ohio
$12.3K +$14.6K +193 New
RTC
180
Riverview Trust Company
Washington
$11K +$13.5K +179 New
HIA
181
Harbor Investment Advisory
Maryland
$7K
IA
182
IFP Advisors
Florida
$7K
AFG
183
Albion Financial Group
Utah
$6K
AAP
184
Arax Advisory Partners
Colorado
$6K +$76 +1 +1%
BFEC
185
Benjamin F. Edwards & Company
Missouri
$5K
MCM
186
Manchester Capital Management
Vermont
$5K +$756 +10 +16%
PTC
187
Private Trust Company
Ohio
$4K +$5.29K +70 New
DFCM
188
Dark Forest Capital Management
Puerto Rico
$3K -$242K -3,203 -98%
QT
189
Quantbot Technologies
New York
$3K -$55.5K -734 -93%
Lazard Asset Management
190
Lazard Asset Management
New York
$3K -$27.5K -364 -88%
TWA
191
TCI Wealth Advisors
Arizona
$3K -$529 -7 -13%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$3K +$76 +1 +2%
AWM
193
Atticus Wealth Management
Florida
$3K +$3.02K +40 New
WPA
194
West Paces Advisors
Georgia
$2.42K
CTC
195
Central Trust Company
Missouri
$2K
GWS
196
Glassman Wealth Services
Virginia
$2K
JWA
197
JFS Wealth Advisors
Pennsylvania
$2K +$1.29K +17 +121%
DI
198
Disciplined Investments
Oklahoma
$1K +$227 +3 +60%
SC
199
Schubert & Co
Texas
$1K +$454 +6 +86%
BIA
200
Bell Investment Advisors
California
$1K +$605 +8 New