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CNFinance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Paloma Partners
Connecticut
$3.82M – – –
GS
2
Gagnon Securities
New York
$2.01M +$102K +9,095 +6%
GA
3
Gagnon Advisors
New York
$981K – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$227K -$4.33K -387 -2%
SC
5
Savant Capital
Illinois
$82.7K – – –
APWM
6
Argonautica Private Wealth Management
Massachusetts
$71.3K – – –
RhumbLine Advisers
7
RhumbLine Advisers
Massachusetts
$38.6K – – –
Citadel Advisors
8
Citadel Advisors
Florida
$31.5K +$28.2K +2,523 New
Morgan Stanley
9
Morgan Stanley
New York
$30.9K +$2.91K +260 +12%
Creative Planning
10
Creative Planning
Kansas
$24.1K – – –
Millennium Management
11
Millennium Management
New York
$23.3K +$20.9K +1,865 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$13.8K – – –
Truist Financial
13
Truist Financial
North Carolina
$12.9K -$11.2K -1,000 -49%
THL
14
Tillman Hartley LLC
Colorado
$12.9K – – –
Bank of America
15
Bank of America
North Carolina
$12.9K +$638 +57 +6%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$1.67K – – –
UBS Group
17
UBS Group
Switzerland
$1.43K -$1.78K -159 -58%
BlackRock
18
BlackRock
New York
$853 +$761 +68 New
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$750 -$224 -20 -25%
Osaic Holdings
20
Osaic Holdings
Arizona
$544 -$11 -1 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$325 – – –
MBFW
22
Morton Brown Family Wealth
Pennsylvania
$313 – – –
AF
23
Allworth Financial
California
$88 – – –
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
– -$237 -15 Closed
EWA
25
EverSource Wealth Advisors
Alabama
– -$45 -4 Closed