We are live on ! Find out more
COF icon

Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
SM
551
Salzhauer Michael
$697K -$4.1M -33,500 -83%
NL
552
Navalign LLC
California
$697K -$4.03K -33 -0.5%
IC
553
IEQ Capital
California
$695K +$302K +2,472 +59%
IFAM
554
Institutional & Family Asset Management
Colorado
$694K +$11.7K +96 +1%
TPCW
555
TD Private Client Wealth
New York
$685K -$237K -1,938 -23%
BTWM
556
Baker Tilly Wealth Management
Wisconsin
$682K +$4.52K +37 +0.6%
RG
557
Renaissance Group
Kentucky
$679K +$58.2K +476 +8%
CCM
558
Compton Capital Management
Rhode Island
$678K +$1.1K +9 +0.1%
Fiera Capital (Canada)
559
Fiera Capital (Canada)
Quebec, Canada
$678K +$254K +2,079 +47%
SLI
560
Sumitomo Life Insurance
Japan
$677K +$11.2K +92 +1%
CK
561
Cohen Klingenstein
New York
$672K
QI
562
Qtron Investments
Massachusetts
$652K +$96.8K +792 +14%
PL
563
Polianta Ltd
Jersey
$645K -$97.8K -800 -11%
SB
564
Sunflower Bank
Texas
$642K -$35.6K -291 -5%
CSPIA
565
Cary Street Partners Investment Advisory
Virginia
$637K +$747K +6,111 New
CHC
566
City Holding Co
West Virginia
$634K +$51.3K +420 +7%
FFM
567
Forum Financial Management
Illinois
$633K +$2.93K +24 +0.4%
GT
568
Glenview Trust
Kentucky
$626K -$35K -286 -5%
CCM
569
Coldstream Capital Management
Washington
$620K +$173K +1,412 +31%
APA
570
American Portfolios Advisors
New York
$618K +$7.82K +64 +1%
JWM
571
Jeppson Wealth Management
California
$612K -$40.7K -333 -5%
AWA
572
Aaron Wealth Advisors
Illinois
$611K -$151K -1,235 -17%
BFM
573
Boothbay Fund Management
New York
$608K +$713K +5,831 New
IAA
574
Independent Advisor Alliance
North Carolina
$602K -$120K -985 -15%
SFI
575
Siemens Fonds Invest
Germany
$596K -$40.2K -329 -5%