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CNF

CNFinance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Paloma Partners
Connecticut
$7.54M
GS
2
Gagnon Securities
New York
$4.06M -$6.09K -300 -0.2%
AWM
3
Axxcess Wealth Management
California
$2.42M
GA
4
Gagnon Advisors
New York
$1.94M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$470K +$387K +19,080 New
SC
6
Savant Capital
Illinois
$163K +$134K +6,614 New
JC
7
JBF Capital
Colorado
$149K
APWM
8
Argonautica Private Wealth Management
Massachusetts
$141K
Truist Financial
9
Truist Financial
North Carolina
$75K -$62.3K -3,067 -50%
Morgan Stanley
10
Morgan Stanley
New York
$67.9K -$3K -148 -5%
CJL
11
Cyrus J. Lawrence
New York
$50K
Creative Planning
12
Creative Planning
Kansas
$47.7K
State Street
13
State Street
Massachusetts
$31.1K
Bank of New York Mellon
14
Bank of New York Mellon
New York
$27.3K
THL
15
Tillman Hartley LLC
Colorado
$25.4K
BlackRock
16
BlackRock
New York
$20.7K -$162 -8 -0.9%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$3K +$2.82K +139 +3,475%
UBS Group
18
UBS Group
Switzerland
$2.85K -$12.5K -618 -84%
MBFW
19
Morton Brown Family Wealth
Pennsylvania
$618
Bank of America
20
Bank of America
North Carolina
$173 -$7.53K -371 -98%
AF
21
Allworth Financial
California
$173
Fidelity International
22
Fidelity International
Bermuda
-$247K -15,445 Closed
Goldman Sachs
23
Goldman Sachs
New York
-$64.3K -3,763 Closed
Citigroup
24
Citigroup
New York
-$22.5K -1,314 Closed
Millennium Management
25
Millennium Management
New York
-$17K -1,015 Closed