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CNF

CNFinance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Paloma Partners
Connecticut
$8.92M
AWM
2
Axxcess Wealth Management
California
$5.72M +$2.76M +97,910 +100%
GS
3
Gagnon Securities
New York
$4.76M -$35.6K -1,262 -0.8%
GA
4
Gagnon Advisors
New York
$2.29M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$557K -$535 -19 -0.1%
SC
6
Savant Capital
Illinois
$193K
JC
7
JBF Capital
Colorado
$176K
APWM
8
Argonautica Private Wealth Management
Massachusetts
$167K
RhumbLine Advisers
9
RhumbLine Advisers
Massachusetts
$92.1K +$88.8K +3,152 New
Truist Financial
10
Truist Financial
North Carolina
$88.7K
Morgan Stanley
11
Morgan Stanley
New York
$79.7K -$563 -20 -0.7%
State Street
12
State Street
Massachusetts
$65.2K +$27.3K +970 +77%
CJL
13
Cyrus J. Lawrence
New York
$58K
Creative Planning
14
Creative Planning
Kansas
$56.5K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$32.3K
THL
16
Tillman Hartley LLC
Colorado
$30.1K
BlackRock
17
BlackRock
New York
$24.5K
UBS Group
18
UBS Group
Switzerland
$2.79K -$592 -21 -18%
MBFW
19
Morton Brown Family Wealth
Pennsylvania
$731
TRCT
20
Tower Research Capital (TRC)
New York
$511 +$507 +18 New
AF
21
Allworth Financial
California
$205
Bank of America
22
Bank of America
North Carolina
$205
Osaic Holdings
23
Osaic Holdings
Arizona
$185 +$169 +6 New
JP Morgan Chase
24
JP Morgan Chase
New York
$3
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
-$3K -143 Closed