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CNFinance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Paloma Partners
Connecticut
$6.78M – – –
GS
2
Gagnon Securities
New York
$3.54M -$59.9K -2,345 -1%
GA
3
Gagnon Advisors
New York
$1.74M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$415K -$9.09K -356 -2%
SC
5
Savant Capital
Illinois
$147K – – –
JC
6
JBF Capital
Colorado
$134K – – –
APWM
7
Argonautica Private Wealth Management
Massachusetts
$127K – – –
RhumbLine Advisers
8
RhumbLine Advisers
Massachusetts
$70K – – –
Truist Financial
9
Truist Financial
North Carolina
$67.4K – – –
Morgan Stanley
10
Morgan Stanley
New York
$59.8K -$357 -14 -0.5%
Citadel Advisors
11
Citadel Advisors
Florida
$48.1K +$8.19K +321 +17%
Creative Planning
12
Creative Planning
Kansas
$42.9K – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.5K – – –
THL
14
Tillman Hartley LLC
Colorado
$22.9K – – –
Bank of America
15
Bank of America
North Carolina
$21.6K +$24.7K +966 +13,800%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$3K +$3.8K +149 New
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$2.22K +$1.02K +40 +67%
UBS Group
18
UBS Group
Switzerland
$2.12K -$102 -4 -4%
MBFW
19
Morton Brown Family Wealth
Pennsylvania
$555 – – –
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$324 – – –
AF
21
Allworth Financial
California
$156 – – –
JP Morgan Chase
22
JP Morgan Chase
New York
$2 – – –
AWM
23
Axxcess Wealth Management
California
– -$3.7M -97,910 Closed
AAS
24
Avantax Advisory Services
Texas
– -$39K -1,032 Closed