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CNFinance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
GS
1
Gagnon Securities
New York
$1.33M +$695K +123,562 +64%
PP
2
Paloma Partners
Connecticut
$1.28M -$6 -1 -0%
GA
3
Gagnon Advisors
New York
$337K -$431K -76,584 -49%
Bank of America
4
Bank of America
North Carolina
$4.08K – – –
Morgan Stanley
5
Morgan Stanley
New York
$3.92K -$57.2K -10,182 -92%
Osaic Holdings
6
Osaic Holdings
Arizona
$175 – – –
JP Morgan Chase
7
JP Morgan Chase
New York
$105 -$6 -1 -4%
MBFW
8
Morton Brown Family Wealth
Pennsylvania
$105 – – –
HAP
9
Harbor Asset Planning
Massachusetts
$63 -$6 -1 -6%
AF
10
Allworth Financial
California
$30 – – –
UBS Group
11
UBS Group
Switzerland
$8 -$12K -2,143 -100%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
– -$62.6K -9,651 Closed
SC
13
Savant Capital
Illinois
– -$43K -6,614 Closed
APWM
14
Argonautica Private Wealth Management
Massachusetts
– -$37K -5,700 Closed
XT
15
XTX Topco
Cayman Islands
– -$31.9K -4,908 Closed
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$24K -3,689 Closed
Creative Planning
17
Creative Planning
Kansas
– -$12.6K -1,932 Closed
Bank of New York Mellon
18
Bank of New York Mellon
New York
– -$7.18K -1,105 Closed
TSS
19
Two Sigma Securities
New York
– -$6.89K -1,060 Closed
THL
20
Tillman Hartley LLC
Colorado
– -$6.69K -1,030 Closed
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
– -$900 -139 Closed
FW
22
Fairway Wealth
Ohio
– -$31 -5 Closed