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icono de COF

Capital One
COF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Toews Corporation
1951
Toews Corporation
New Jersey
USD 40.7 k +USD 38.8 k +203 Nuevas
WealthCollab
1952
WealthCollab
Washington
USD 40.1 k – – –
Financial Network Wealth Advisors
1953
Financial Network Wealth Advisors
Utah
USD 39.9 k +USD 765 +4 +2%
Dogwood Wealth Management
1954
Dogwood Wealth Management
Kansas
USD 39.1 k -USD 1.15 k -6 -3%
Caitlin John
1955
Caitlin John
Michigan
USD 38.4 k – – –
Silicon Valley Capital Partners
1956
Silicon Valley Capital Partners
California
USD 38.3 k +USD 191 +1 +0.5%
Valued Wealth Advisors
1957
Valued Wealth Advisors
Utah
USD 38 k +USD 765 +4 +2%
GoalVest Advisory
1958
GoalVest Advisory
New York
USD 37.9 k +USD 7.46 k +39 +26%
Physician Wealth Advisors
1959
Physician Wealth Advisors
Utah
USD 36.5 k -USD 32.5 k -170 -48%
KAS
1960
Kemnay Advisory Services
New York
USD 35.9 k +USD 383 +2 +1%
Albion Financial Group
1961
Albion Financial Group
Utah
USD 35.3 k -USD 9.18 k -48 -21%
Advantage Trust Company
1962
Advantage Trust Company
Kansas
USD 35.1 k +USD 33.5 k +175 Nuevas
High Note Wealth
1963
High Note Wealth
Minnesota
USD 34.9 k +USD 13.2 k +69 +66%
Nova Wealth Management
1964
Nova Wealth Management
Florida
USD 33.9 k – – –
Kilter Group
1965
Kilter Group
New York
USD 32.7 k -USD 1.34 k -7 -4%
Washington Trust Advisors
1966
Washington Trust Advisors
Massachusetts
USD 32.7 k +USD 3.83 k +20 +14%
Covestor
1967
Covestor
United Kingdom
USD 32 k +USD 383 +2 +1%
EFG International
1968
EFG International
USD 31.7 k +USD 14.7 k +77 +95%
Atlantic Edge Private Wealth Management
1969
Atlantic Edge Private Wealth Management
Florida
USD 31.1 k – – –
Crewe Advisors
1970
Crewe Advisors
Utah
USD 31.1 k +USD 26.4 k +138 +812%
Joseph Group Capital Management
1971
Joseph Group Capital Management
Ohio
USD 30.9 k +USD 1.72 k +9 +6%
Colonial Trust Advisors
1972
Colonial Trust Advisors
South Carolina
USD 30.7 k -USD 127 k -663 -81%
ORG Wealth Partners
1973
ORG Wealth Partners
Texas
USD 30.7 k – – –
Pension & Wealth Management Advisors
1974
Pension & Wealth Management Advisors
Massachusetts
USD 30.6 k +USD 29.1 k +152 Nuevas
Concord Wealth Partners
1975
Concord Wealth Partners
Virginia
USD 30.5 k +USD 29.1 k +152 Nuevas
77 78
79
80 81