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Cooper Companies
COO

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
501
CNB Bank
Pennsylvania
$83K – – –
TCWM
502
Total Clarity Wealth Management
Illinois
$83K +$85.3K +800 New
BWM
503
BerganKDV Wealth Management
Minnesota
$81K +$6.83K +64 +9%
UAML
504
US Asset Management LLC
Pennsylvania
$80K +$82.8K +776 New
ZB
505
Zions Bancorporation
Utah
$77K – – –
T
506
TOBAM
France
$75K – – –
AF
507
Allworth Financial
California
$74K +$11.9K +112 +19%
QCG
508
Quadrant Capital Group
Ohio
$73K +$5.97K +56 +9%
BCA
509
Berman Capital Advisors
Georgia
$73K +$24.3K +228 +47%
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K – – –
CI
511
CX Institutional
Indiana
$57K +$5.97K +56 +11%
JWM
512
Janiczek Wealth Management
Colorado
$53K +$12.4K +116 +29%
FAM
513
Fred Alger Management
New York
$47K – – –
SOW
514
State of Wyoming
Wyoming
$46K -$5.55K -52 -10%
PWM
515
Prentice Wealth Management
New York
$46K – – –
AS
516
Altshuler Shaham
Israel
$46K +$46.9K +440 New
HPC
517
HM Payson & Co
Maine
$39K – – –
NIM
518
NuWave Investment Management
New Jersey
$36K -$45.7K -428 -55%
CA
519
Clearstead Advisors
Ohio
$35K -$3.41K -32 -9%
OSAM
520
O'Shaughnessy Asset Management
Connecticut
$35K +$14.5K +136 +67%
EI
521
Ellevest Inc
New York
$34K -$3.84K -36 -10%
HI
522
Harbour Investments
Wisconsin
$32K +$13.2K +124 +67%
LWM
523
Liberty Wealth Management
California
$30K +$28.6K +268 +1,340%
BEI
524
Benjamin Edwards Inc
Missouri
$29K – – –
GKWIM
525
Gerber Kawasaki Wealth & Investment Management
California
$29K +$30.7K +288 New
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