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Copa Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
MG
301
Mather Group
Illinois
$2.8K – – –
KFAS
302
Keating Financial Advisory Services
Kansas
$2.65K +$260 +2 +13%
TPCW
303
TD Private Client Wealth
New York
$2.49K +$781 +6 +60%
AAS
304
Ameritas Advisory Services
Nebraska
$2.33K +$1.95K +15 New
RF
305
Rossby Financial
Florida
$2.18K – – –
CCMI
306
Creative Capital Management Investments
California
$1.87K +$1.56K +12 New
BFS
307
Bare Financial Services
Pennsylvania
$1.71K – – –
FIM
308
FWL Investment Management
Texas
$1.71K +$1.43K +11 New
AF
309
Allworth Financial
California
$1.57K +$651 +5 +100%
HIA
310
HFM Investment Advisors
New Jersey
$1.25K +$651 +5 +167%
BHWM
311
Bay Harbor Wealth Management
Maryland
$1.09K +$130 +1 +17%
QL
312
Quarry LP
New York
$1.09K +$911 +7 New
BAM
313
Bellevue Asset Management
Washington
$1.09K +$911 +7 New
HFS
314
Hantz Financial Services
Michigan
$1K – – –
DPW
315
DiNuzzo Private Wealth
Pennsylvania
$934 – – –
RWM
316
Rialto Wealth Management
New York
$934 – – –
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
$933 – – –
SGFG
318
Silver Grove Financial Group
New York
$467 +$390 +3 New
LI
319
LRI Investments
Florida
$311 +$260 +2 New
TLCM
320
Twin Lakes Capital Management
California
$158 – – –
HNB
321
Huntington National Bank
Ohio
$156 – – –
RWM
322
Raffa Wealth Management
District of Columbia
$156 +$130 +1 New
DF
323
DecisionPoint Financial
Arizona
$154 +$130 +1 New
SGDR
324
SPX Gestao de Recursos
Brazil
– -$25.5M -224,792 Closed
WA
325
Wasatch Advisors
Utah
– -$24.7M -217,648 Closed