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CTRA
Coterra Energy
CTRA
CTRA
Delisted
CTRA was delisted on the 6th of May, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 551 |
FPFS
551
First Personal Financial Services
Charlotte,
North Carolina
| – | -$11K | -460 | Closed |
|
| 552 |
PMFA
552
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$5K | -189 | Closed |
|
| 553 |
GRP
553
Global Retirement Partners
San Rafael,
California
| – | -$4K | -179 | Closed |
|
| 554 |
SP
554
SWS Partners
Columbus,
Ohio
| – | -$4K | -175 | Closed |
|
| 555 |
APP
555
Avantax Planning Partners
Dubuque,
Iowa
| – | -$4K | -166 | Closed |
|
| 556 |
FCAG
556
First Capital Advisors Group
Little Silver,
New Jersey
| – | -$3K | -138 | Closed |
|
| 557 |
PW
557
Price Wealth
Austin,
Texas
| – | -$3K | -126 | Closed |
|
| 558 |
CIP
558
Convergence Investment Partners
Palm Beach Gardens,
Florida
| – | -$2K | -97 | Closed |
|
| 559 |
MCM
559
Manchester Capital Management
Manchester,
Vermont
| – | -$2K | -80 | Closed |
|
| 560 |
WTB
560
Washington Trust Bank
Spokane,
Washington
| – | -$2K | -80 | Closed |
|
| 561 |
KJWM
561
Kiley Juergens Wealth Management
Olympia,
Washington
| – | +$3.71K | +159 | New |
|