We are live on ! Find out more
COF icon

Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
GL
401
Graypoint LLC
New York
$935K +$1.63M +18,546 New
PVWM
402
Point View Wealth Management
New Jersey
$929K +$1.09M +12,435 +208%
VAS
403
Vestmark Advisory Solutions
Massachusetts
$919K +$66.2K +753 +4%
PT
404
Plimoth Trust
Massachusetts
$894K -$13.2K -150 -0.8%
BPM
405
Bronson Point Management
Connecticut
$882K +$1.54M +17,500 New
MAP
406
Moody Aldrich Partners
Massachusetts
$878K +$601K +6,833 +65%
TCM
407
Tufton Capital Management
Maryland
$875K -$8.35K -95 -0.5%
GT
408
Greenleaf Trust
Michigan
$861K +$749K +8,519 +100%
Simplex Trading
409
Simplex Trading
Illinois
$856K +$1.49M +16,997 New
AF
410
Arrow Financial
New York
$839K
PCM
411
Penserra Capital Management
California
$837K +$1.02M +11,558 +604%
FFG
412
Fortem Financial Group
California
$834K +$49.1K +558 +3%
TI
413
tru Independence
Oregon
$833K
Rafferty Asset Management
414
Rafferty Asset Management
New York
$831K -$5.3M -60,246 -79%
AI
415
Atria Investments
North Carolina
$825K -$3.53M -40,168 -71%
FTIOP
416
Fiduciary Trust International of Pennsylvania
Pennsylvania
$822K -$27.3K -310 -2%
TCM
417
Twin Capital Management
Pennsylvania
$821K -$9.67K -110 -0.7%
KeyBank National Association
418
KeyBank National Association
Ohio
$820K -$3.32M -37,803 -70%
Connor, Clark & Lunn Investment Management (CC&L)
419
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$804K +$1.4M +15,950 New
FSC
420
Full Sail Capital
Oklahoma
$793K +$1.12M +12,750 New
WSTAM
421
Wilbanks Smith & Thomas Asset Management
Virginia
$782K -$2.11K -24 -0.2%
QSS
422
Quantitative Systematic Strategies
Florida
$777K +$1.13M +12,900 +515%
SS
423
Simplicity Solutions
Minnesota
$776K -$149K -1,699 -10%
Creative Planning
424
Creative Planning
Kansas
$768K +$126K +1,438 +10%
B
425
Barings
North Carolina
$766K