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CNFinance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Paloma Partners
Connecticut
$6.32M – – –
GS
2
Gagnon Securities
New York
$3.17M -$132K -6,048 -4%
GA
3
Gagnon Advisors
New York
$1.62M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$387K – – –
SC
5
Savant Capital
Illinois
$137K – – –
JC
6
JBF Capital
Colorado
$125K – – –
APWM
7
Argonautica Private Wealth Management
Massachusetts
$118K – – –
RhumbLine Advisers
8
RhumbLine Advisers
Massachusetts
$65.3K – – –
Truist Financial
9
Truist Financial
North Carolina
$62.8K – – –
Morgan Stanley
10
Morgan Stanley
New York
$50.1K -$6K -274 -10%
CJL
11
Cyrus J. Lawrence
New York
$41K +$44K +2,009 New
Creative Planning
12
Creative Planning
Kansas
$40K – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.9K – – –
THL
14
Tillman Hartley LLC
Colorado
$21.3K – – –
Bank of America
15
Bank of America
North Carolina
$20.1K – – –
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$2.72K +$2.93K +134 New
UBS Group
17
UBS Group
Switzerland
$2.12K +$153 +7 +7%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$1.86K -$219 -10 -10%
JP Morgan Chase
19
JP Morgan Chase
New York
$538 +$569 +26 New
MBFW
20
Morton Brown Family Wealth
Pennsylvania
$518 – – –
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$302 – – –
AF
22
Allworth Financial
California
$145 – – –
EWA
23
EverSource Wealth Advisors
Alabama
$74 +$88 +4 New
Citadel Advisors
24
Citadel Advisors
Florida
– -$48.1K -2,166 Closed
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
– -$3K -149 Closed