We are live on ! Find out more
COF icon

Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
WP
601
WMS Partners
Maryland
$304K -$112K -1,804 -27%
NFG
602
Next Financial Group
Texas
$303K -$13K -209 -4%
AWM
603
Altium Wealth Management
New York
$301K +$21.8K +350 +8%
DHFB
604
Dixon Hubard Feinour & Brown
Virginia
$301K +$42.5K +683 +17%
CWM
605
Concentric Wealth Management
California
$300K -$1.06M -17,073 -78%
SI
606
Stephens Inc
Arkansas
$300K -$144K -2,315 -33%
Vanguard Personalized Indexing Management
607
Vanguard Personalized Indexing Management
California
$300K +$298K +4,785 New
SLAM
608
Swiss Life Asset Management
$299K
DWM
609
Dakota Wealth Management
Florida
$298K +$38K +610 +15%
AI
610
Atom Investors
Texas
$294K -$130K -2,087 -31%
PCM
611
Parsons Capital Management
Rhode Island
$291K +$561 +9 +0.2%
EI
612
Ethic Inc
New York
$288K -$130K -2,080 -31%
PA
613
Probity Advisors
Texas
$283K +$281K +4,515 New
RCC
614
Red Cedar Capital
Nebraska
$282K
APA
615
American Portfolios Advisors
New York
$279K -$11.6K -186 -4%
BCV
616
Banque Cantonale Vaudoise
Switzerland
$275K -$119K -1,912 -30%
FWM
617
Frontier Wealth Management
Missouri
$274K -$41.6K -668 -13%
FAAS
618
First Allied Advisory Services
California
$271K -$46.7K -749 -15%
ClearBridge Investments
619
ClearBridge Investments
New York
$270K -$66.6K -1,070 -20%
JC
620
JBF Capital
Colorado
$269K
BCM
621
Bayesian Capital Management
New York
$269K +$268K +4,300 New
GT
622
Greenleaf Trust
Michigan
$268K -$796K -12,782 -75%
DIA
623
Dana Investment Advisors
Wisconsin
$265K -$43.8K -703 -14%
Jones Financial Companies
624
Jones Financial Companies
Missouri
$258K -$438K -7,039 -63%
CA
625
Calton & Associates
Florida
$257K -$139K -2,234 -35%