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Copa Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
276
BNP Paribas Financial Markets
France
$20.1K -$15.9K -122 -49%
Bessemer Group
277
Bessemer Group
New Jersey
$19K -$1.43K -11 -9%
AFC
278
Ares Financial Consulting
California
$19K – – –
TWD
279
True Wealth Design
Ohio
$16.3K +$4.42K +34 +48%
SAM
280
Smartleaf Asset Management
Massachusetts
$15.9K – – –
CAC
281
Core Alternative Capital
Georgia
$15.6K – – –
UBS AM
282
UBS AM
Illinois
$15.2K – – –
CA
283
Continuum Advisory
Idaho
$12.6K +$10.5K +81 New
CFO
284
CVA Family Office
Colorado
$12.1K +$390 +3 +4%
APW
285
Allied Private Wealth
Florida
$11.8K +$10.4K +80 New
PWPS
286
Pinnacle Wealth Planning Services
Ohio
$9.64K -$3.25K -25 -29%
CSC
287
Caldwell Sutter Capital
California
$7.93K +$3.25K +25 +96%
IFWM
288
Institute for Wealth Management
Colorado
$7.78K +$6.51K +50 New
APFP
289
Action Point Financial Planning
Michigan
$6.85K +$5.73K +44 New
JWA
290
JFS Wealth Advisors
Pennsylvania
$6.69K +$130 +1 +2%
SEP
291
Signature Equity Partners
Ohio
$6.31K -$130 -1 -2%
FFO
292
Fortitude Family Office
Arizona
$6.22K -$1.17K -9 -18%
BLC
293
Brown, Lisle/Cummings
Rhode Island
$5.6K -$4.17K -32 -47%
CPG
294
Cornerstone Planning Group
New Jersey
$5.41K -$2.08K -16 -29%
PA
295
Parallel Advisors
California
$4.3K +$1.17K +9 +50%
PTC
296
Private Trust Company
Ohio
$4.04K +$781 +6 +30%
1IA
297
1620 Investment Advisors
Massachusetts
$3.89K – – –
PSFG
298
Park Square Financial Group
Georgia
$3.58K -$1.17K -9 -28%
S
299
SignatureFD
Georgia
$3.42K -$24.1K -185 -89%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$3.42K +$1.69K +13 +144%