We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
501
Balentine LLC
Georgia
$892K +$536K +5,447 +131%
ECM
502
Everence Capital Management
Indiana
$891K +$18.7K +190 +2%
DILIC
503
Dai-ichi Life Insurance Company
Japan
$887K -$590K -6,000 -39%
FTDI
504
First Trust Direct Indexing
Massachusetts
$882K -$61.3K -623 -6%
SWP
505
Stratos Wealth Partners
Ohio
$878K -$11K -112 -1%
AWS
506
Atria Wealth Solutions
New York
$876K -$118K -1,198 -11%
FLI
507
Family Legacy Inc
South Carolina
$858K +$5.7K +58 +0.8%
WWM
508
Western Wealth Management
Colorado
$857K +$179K +1,823 +25%
RIA
509
Realta Investment Advisors
Delaware
$857K +$33.4K +340 +4%
NSEDCP
510
NJ State Employees Deferred Compensation Plan
New Jersey
$812K – – –
SG
511
Stonnington Group
California
$808K +$423K +4,300 +110%
TRCT
512
Tower Research Capital (TRC)
New York
$806K -$2.34M -23,806 -73%
S
513
SignatureFD
Georgia
$784K -$167K -1,694 -17%
ATC
514
Argent Trust Co
Tennessee
$783K -$44.7K -455 -5%
JSC
515
Jackson Square Capital
California
$778K +$823K +8,370 New
GLR
516
Great Lakes Retirement
Ohio
$774K +$819K +8,330 New
CMANY
517
Capital Management Associates (New York)
New York
$766K -$49.7K -506 -6%
BFM
518
Boothbay Fund Management
New York
$752K +$795K +8,089 New
HPC
519
HM Payson & Co
Maine
$747K – – –
LCM
520
Leisure Capital Management
California
$743K -$75.6K -769 -9%
CCWM
521
Cassaday & Co Wealth Management
Virginia
$727K +$769K +7,822 New
NICM
522
Neo Ivy Capital Management
New York
$723K +$765K +7,782 New
HI
523
Horizon Investments
North Carolina
$722K +$767K +7,806 New
PFS
524
Prospera Financial Services
Texas
$721K +$248K +2,522 +48%
QIM
525
Quantitative Investment Management
Virginia
$720K -$1.42M -14,428 -65%
19 20
21
22 23