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Copa Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SC
176
Savant Capital
Illinois
$360K +$77.9K +637 +27%
Bank of New York Mellon
177
Bank of New York Mellon
New York
$351K +$29.7K +243 +9%
SFM
178
Signet Financial Management
New Jersey
$351K +$20.1K +164 +6%
SCM
179
Sterling Capital Management
North Carolina
$350K
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$335K +$340K +2,778 New
OF
181
Optimize Financial
California
$328K +$4.4K +36 +1%
RCG
182
Ruane, Cunniff & Goldfarb
New York
$308K
AC
183
AlphaCore Capital
California
$306K +$310K +2,533 New
AQR Capital Management
184
AQR Capital Management
Connecticut
$302K +$306K +2,499 New
CM
185
CM Management
Florida
$302K -$795K -6,500 -72%
NC
186
nVerses Capital
Florida
$297K +$301K +2,461 New
ORG
187
Optimist Retirement Group
Washington
$282K
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$273K +$277K +2,265 New
BPAMU
189
BTG Pactual Asset Management US
New York
$269K +$273K +2,228 New
FFN
190
Focus Financial Network
Minnesota
$264K +$12.5K +102 +5%
BC
191
Bayforest Capital
United Kingdom
$262K +$266K +2,175 New
PCM
192
PenderFund Capital Management
British Columbia, Canada
$247K
RFA
193
Resurgent Financial Advisors
Georgia
$241K +$245K +2,000 New
PCMC
194
Paragon Capital Management (Colorado)
Colorado
$238K
RPCONE
195
Retirement Planning Company of New England
Rhode Island
$236K
CIM
196
Confluence Investment Management
Missouri
$227K
MFG
197
Merit Financial Group
Georgia
$227K +$15.8K +129 +7%
WIA
198
World Investment Advisors
California
$222K +$226K +1,844 New
CAG
199
Csenge Advisory Group
Florida
$220K -$1.1K -9 -0.5%
SPIA
200
Steward Partners Investment Advisory
New York
$219K +$245 +2 +0.1%