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Copa Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
276
1620 Investment Advisors
Massachusetts
$2.84K – – –
SWM
277
Spire Wealth Management
Virginia
$2.83K – – –
IA
278
IFP Advisors
Florida
$2.39K – – –
PTC
279
Private Trust Company
Ohio
$2.27K -$14.4K -110 -85%
PA
280
Parallel Advisors
California
$2.11K +$1.97K +15 +500%
MG
281
Mather Group
Illinois
$2.04K +$2.36K +18 New
KFAS
282
Keating Financial Advisory Services
Kansas
$1.7K -$263 -2 -12%
SFCL
283
Strengthening Families & Communities LLC
Massachusetts
$1.7K – – –
WA
284
Whipplewood Advisors
Colorado
$1.7K +$1.97K +15 New
RF
285
Rossby Financial
Florida
$1.65K -$2.36K -18 -56%
NS
286
NBC Securities
Alabama
$1.48K – – –
BFS
287
Bare Financial Services
Pennsylvania
$1.25K +$1.44K +11 New
TPCW
288
TD Private Client Wealth
New York
$1.14K – – –
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$1.02K -$788 -6 -40%
DPW
290
DiNuzzo Private Wealth
Pennsylvania
$682 – – –
Kayne Anderson Rudnick Investment Management
291
Kayne Anderson Rudnick Investment Management
California
$682 – – –
RWM
292
Rialto Wealth Management
New York
$682 +$263 +2 +50%
BHWM
293
Bay Harbor Wealth Management
Maryland
$681 +$394 +3 +100%
AF
294
Allworth Financial
California
$598 – – –
HIA
295
HFM Investment Advisors
New Jersey
$341 – – –
VWM
296
Vermillion Wealth Management
Minnesota
$341 +$394 +3 New
TLCM
297
Twin Lakes Capital Management
California
$115 – – –
HNB
298
Huntington National Bank
Ohio
$114 – – –
CW
299
Curio Wealth
Maryland
$114 +$131 +1 New
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
– -$31.1M -258,251 Closed