We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
601
Donoghue Forlines
Massachusetts
$715K -$200K -1,851 -25%
NFA
602
Northern Financial Advisors
Michigan
$714K – – –
TCG
603
Transcendent Capital Group
Oklahoma
$714K +$587K +5,445 New
NIM
604
NEOS Investment Management
Connecticut
$707K +$178K +1,647 +44%
PWLP
605
Prio Wealth Limited Partnership
Massachusetts
$705K -$36.7K -340 -6%
DT
606
Diversified Trust
Tennessee
$703K +$24.6K +228 +4%
LBC
607
Lowe Brockenbrough & Co
Virginia
$703K -$162K -1,500 -22%
FPB
608
First PREMIER Bank
South Dakota
$698K -$22.5K -209 -4%
VCA
609
Verdence Capital Advisors
Maryland
$687K +$33.8K +313 +6%
NRS
610
Neville Rodie & Shaw
New York
$682K – – –
FFM
611
Forum Financial Management
Illinois
$681K +$108 +1 +0%
AWS
612
Aspen Wealth Strategies
Colorado
$676K +$197K +1,830 +55%
PFS
613
Prospera Financial Services
Texas
$672K +$44.9K +416 +9%
DGAM
614
Desjardins Global Asset Management
Quebec, Canada
$671K -$79.7K -739 -13%
SLI
615
Sumitomo Life Insurance
Japan
$667K -$6.58K -61 -1%
WANY
616
Wealthspire Advisors (New York)
New York
$664K -$791K -7,337 -59%
LSA
617
Leonteq Securities AG
Switzerland
$661K +$43K +399 +9%
VFA
618
Valeo Financial Advisors
Indiana
$656K +$90.5K +839 +20%
SACTSONJ
619
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$656K – – –
CHC
620
City Holding Co
West Virginia
$648K -$109K -1,015 -17%
QI
621
Qtron Investments
Massachusetts
$631K +$231K +2,146 +81%
LC
622
Lindbrook Capital
California
$629K +$106K +986 +26%
FHA
623
Flagship Harbor Advisors
Massachusetts
$625K +$514K +4,765 New
MFP
624
Meridian Financial Partners
Virginia
$623K +$1.94K +18 +0.4%
AC
625
Addison Capital
Pennsylvania
$622K +$512K +4,743 New
23 24
25
26 27