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Copa Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
201
AQR Capital Management
Connecticut
$351K -$115K -880 -28%
PWMA
202
Pension & Wealth Management Advisors
Massachusetts
$347K +$27.6K +212 +11%
CIM
203
Confluence Investment Management
Missouri
$343K +$31.5K +242 +12%
WI
204
WBI Investments
New Jersey
$336K +$7.29K +56 +3%
RS
205
R Squared
Hong Kong
$330K -$99K -761 -26%
SI
206
Severin Investments
Missouri
$328K +$4.82K +37 +2%
LWM
207
LightSquare Wealth Management
Michigan
$318K +$266K +2,045 New
AIM
208
Aigen Investment Management
New York
$315K +$263K +2,024 New
RFA
209
Resurgent Financial Advisors
Georgia
$311K
IAN
210
Integrated Advisors Network
Texas
$302K +$253K +1,940 New
RPCONE
211
Retirement Planning Company of New England
Rhode Island
$291K -$7.81K -60 -3%
ATPW
212
Ashton Thomas Private Wealth
Arizona
$276K +$231K +1,777 New
SOADOR
213
State of Alaska Department of Revenue
Alaska
$275K -$3.51M -26,949 -94%
MFG
214
Merit Financial Group
Georgia
$275K -$4.69K -36 -2%
Creative Planning
215
Creative Planning
Kansas
$274K +$229K +1,763 New
IIA
216
IPG Investment Advisors
California
$274K +$229K +1,760 New
CAG
217
Crestwood Advisors Group
Massachusetts
$266K +$222K +1,709 New
AWM
218
Angeles Wealth Management
California
$266K +$222K +1,708 New
NS
219
NBC Securities
Alabama
$262K +$217K +1,669 +12,838%
AWA
220
Aaron Wealth Advisors
Illinois
$257K -$214K -1,643 -50%
FFN
221
Focus Financial Network
Minnesota
$250K -$82K -630 -28%
ORG
222
Optimist Retirement Group
Washington
$248K +$208K +1,596 New
KCP
223
Kera Capital Partners
California
$244K +$204K +1,567 New
KC
224
Karras Company
Utah
$243K +$204K +1,564 New
Truist Financial
225
Truist Financial
North Carolina
$243K +$204K +1,564 New