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Copa Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Spire Wealth Management
Virginia
$2.83K
IA
277
IFP Advisors
Florida
$2.39K
PTC
278
Private Trust Company
Ohio
$2.27K -$14.4K -110 -85%
PA
279
Parallel Advisors
California
$2.11K +$1.97K +15 +500%
MG
280
Mather Group
Illinois
$2.04K +$2.36K +18 New
KFAS
281
Keating Financial Advisory Services
Kansas
$1.7K -$263 -2 -12%
SFCL
282
Strengthening Families & Communities LLC
Massachusetts
$1.7K
WA
283
Whipplewood Advisors
Colorado
$1.7K +$1.97K +15 New
RF
284
Rossby Financial
Florida
$1.65K -$2.36K -18 -56%
NS
285
NBC Securities
Alabama
$1.48K
BFS
286
Bare Financial Services
Pennsylvania
$1.25K +$1.44K +11 New
TPCW
287
TD Private Client Wealth
New York
$1.14K
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$1.02K -$788 -6 -40%
DPW
289
DiNuzzo Private Wealth
Pennsylvania
$682
Kayne Anderson Rudnick Investment Management
290
Kayne Anderson Rudnick Investment Management
California
$682
RWM
291
Rialto Wealth Management
New York
$682 +$263 +2 +50%
BHWM
292
Bay Harbor Wealth Management
Maryland
$681 +$394 +3 +100%
AF
293
Allworth Financial
California
$598
HIA
294
HFM Investment Advisors
New Jersey
$341
VWM
295
Vermillion Wealth Management
Minnesota
$341 +$394 +3 New
TLCM
296
Twin Lakes Capital Management
California
$115
HNB
297
Huntington National Bank
Ohio
$114
CW
298
Curio Wealth
Maryland
$114 +$131 +1 New
Balyasny Asset Management
299
Balyasny Asset Management
Illinois
-$31.1M -258,251 Closed
Assenagon Asset Management
300
Assenagon Asset Management
Luxembourg
-$18.8M -155,982 Closed