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CNF

CNFinance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Paloma Partners
Connecticut
$5.22M
GS
2
Gagnon Securities
New York
$2.81M -$37.5K -1,829 -1%
AWM
3
Axxcess Wealth Management
California
$1.67M
GA
4
Gagnon Advisors
New York
$1.34M
Fidelity International
5
Fidelity International
Bermuda
$247K -$196K -9,564 -38%
Truist Financial
6
Truist Financial
North Carolina
$104K -$92.7K -4,525 -43%
JC
7
JBF Capital
Colorado
$103K
APWM
8
Argonautica Private Wealth Management
Massachusetts
$97.5K +$117K +5,700 New
Goldman Sachs
9
Goldman Sachs
New York
$64.3K
Morgan Stanley
10
Morgan Stanley
New York
$49.5K -$6.1K -298 -9%
CJL
11
Cyrus J. Lawrence
New York
$34K
Creative Planning
12
Creative Planning
Kansas
$33K +$39.6K +1,932 New
Citigroup
13
Citigroup
New York
$22.5K -$508K -24,796 -95%
State Street
14
State Street
Massachusetts
$21.5K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18.9K
THL
16
Tillman Hartley LLC
Colorado
$17.6K +$21.1K +1,030 New
CS
17
Credit Suisse
Switzerland
$17.1K +$20.5K +1,000 New
Millennium Management
18
Millennium Management
New York
$17K -$18.2K -891 -47%
BlackRock
19
BlackRock
New York
$14.5K
UBS Group
20
UBS Group
Switzerland
$12.5K -$10.8K -528 -42%
Bank of America
21
Bank of America
North Carolina
$6.46K -$622K -30,380 -99%
JP Morgan Chase
22
JP Morgan Chase
New York
$1K -$471 -23 -35%
Legal & General Group
23
Legal & General Group
United Kingdom
$783
MBFW
24
Morton Brown Family Wealth
Pennsylvania
$428
AF
25
Allworth Financial
California
$120