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Copa Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
251
Larson Financial Group
Missouri
$21.5K +$11.7K +89 +89%
IAAG
252
Innovative Asset Advisors Group
Connecticut
$21.1K +$24.4K +186 New
RFP
253
Root Financial Partners
California
$19.8K +$263 +2 +1%
Bessemer Group
254
Bessemer Group
New Jersey
$15K – – –
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$14.9K -$16.8K -128 -49%
AFC
256
Ares Financial Consulting
California
$14.4K +$13K +99 +430%
SA
257
Scarborough Advisors
Maryland
$12.5K +$1.97K +15 +16%
CAC
258
Core Alternative Capital
Georgia
$11.4K – – –
MMG
259
Monetary Management Group
Missouri
$11.4K +$13.1K +100 New
UBS AM
260
UBS AM
Illinois
$11.1K +$12.9K +98 New
SAM
261
Smartleaf Asset Management
Massachusetts
$11K +$1.18K +9 +10%
PWPS
262
Pinnacle Wealth Planning Services
Ohio
$9.88K – – –
ACM
263
Anfield Capital Management
California
$9.43K +$10.9K +83 New
CFO
264
CVA Family Office
Colorado
$8.52K +$6.43K +49 +188%
MCM
265
MAI Capital Management
Ohio
$8.47K +$919 +7 +10%
TWD
266
True Wealth Design
Ohio
$8.07K +$4.72K +36 +103%
BLC
267
Brown, Lisle/Cummings
Rhode Island
$7.72K +$8.93K +68 New
CPG
268
Cornerstone Planning Group
New Jersey
$6.25K – – –
AA
269
Ancora Advisors
Ohio
$5.91K +$6.83K +52 New
EWP
270
Elevation Wealth Partners
California
$5.57K +$1.18K +9 +23%
FFO
271
Fortitude Family Office
Arizona
$5.57K +$2.23K +17 +53%
SEP
272
Signature Equity Partners
Ohio
$4.81K -$3.81K -29 -41%
JWA
273
JFS Wealth Advisors
Pennsylvania
$4.77K +$394 +3 +8%
PSFG
274
Park Square Financial Group
Georgia
$3.63K +$4.2K +32 New
CSC
275
Caldwell Sutter Capital
California
$2.95K +$1.31K +10 +63%