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Cooper Companies

Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
401
Dark Forest Capital Management
Puerto Rico
$367K +$426K +4,620 New
KA
402
Kintegral Advisory
New York
$366K – – –
FTDI
403
First Trust Direct Indexing
Massachusetts
$363K -$30.6K -332 -7%
GT
404
Glenmede Trust
Pennsylvania
$360K -$50.5K -548 -11%
Capstone Investment Advisors
405
Capstone Investment Advisors
New York
$355K +$412K +4,468 New
AWM
406
Axxcess Wealth Management
California
$344K -$396K -4,296 -50%
MG
407
Mather Group
Illinois
$342K +$172K +1,864 +76%
BAM
408
Blueshift Asset Management
New Jersey
$329K +$381K +4,140 New
LJAC
409
L.J. Altfest & Co
New York
$326K +$2.95K +32 +0.8%
VI
410
Vestcor Inc
New Brunswick, Canada
$319K -$58.2K -632 -14%
BFC
411
Bedel Financial Consulting
Indiana
$318K – – –
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$317K – – –
BFM
413
Boothbay Fund Management
New York
$312K +$362K +3,928 New
NIMI
414
Natixis Investment Managers International
France
$304K -$267K -2,900 -43%
AWS
415
Atria Wealth Solutions
New York
$303K +$4.79K +52 +1%
MAS
416
Meeder Advisory Services
Ohio
$302K -$111K -1,200 -24%
CIM
417
Contravisory Investment Management
Massachusetts
$300K +$1.11K +12 +0.3%
WA
418
Wealth Alliance
New York
$298K -$5.9K -64 -2%
Lido Advisors
419
Lido Advisors
California
$293K +$2.58K +28 +0.8%
FW
420
FirstPurpose Wealth
Utah
$291K +$17.7K +192 +6%
UCFA
421
United Capital Financial Advisors
Texas
$291K -$9.21K -100 -3%
PIM
422
Profit Investment Management
Maryland
$289K -$28.4K -308 -8%
WPC
423
Wedmont Private Capital
Pennsylvania
$286K +$6.26K +68 +2%
VSQM
424
V-Square Quantitative Management
Illinois
$279K +$208K +2,256 +180%
SB
425
Strategic Blueprint
Georgia
$279K +$18.1K +196 +6%