We are live on ! Find out more
COF icon

Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PP
651
Prudential plc
United Kingdom
$234K +$9.89K +120 +5%
BJL
652
Brighton Jones LLC
Washington
$234K +$228K +2,767 New
OC
653
Oppenheimer & Co
New York
$231K -$113K -1,368 -33%
FPFS
654
First Personal Financial Services
North Carolina
$228K -$91.9K -1,115 -29%
IA
655
IFP Advisors
Florida
$228K -$19.7K -239 -8%
CA
656
Clearstead Advisors
Ohio
$228K +$1.24K +15 +0.6%
LOAMS
657
Lombard Odier Asset Management (Switzerland)
Switzerland
$227K
IFS
658
Ifrah Financial Services
Arkansas
$225K -$82 -1 -0%
SBSB
659
Sullivan, Bruyette, Speros & Blaney
Virginia
$222K +$216K +2,624 New
BFIM
660
Beese Fulmer Investment Management
Ohio
$220K
Lido Advisors
661
Lido Advisors
California
$219K +$196K +2,380 New
Fiera Capital (Canada)
662
Fiera Capital (Canada)
Quebec, Canada
$219K +$213K +2,583 New
AA
663
ALPS Advisors
Colorado
$218K +$213K +2,579 New
BDF
664
Balasa Dinverno & Foltz
$213K +$824 +10 +0.4%
RWM
665
Raffa Wealth Management
District of Columbia
$212K
CCM
666
Check Capital Management
California
$212K
LCS
667
Levin Capital Strategies
New York
$212K +$206K +2,500 New
VAM
668
Verity Asset Management
North Carolina
$208K +$186K +2,254 New
WAM
669
Wealthspire Advisors (Maryland)
Maryland
$207K +$65.9K +799 +48%
S
670
SignatureFD
Georgia
$206K +$201K +2,438 New
AAP
671
Arax Advisory Partners
Colorado
$205K -$14.3K -173 -7%
PWW
672
Pettyjohn Wood & White
Virginia
$205K
GAM
673
Gould Asset Management
California
$203K +$198K +2,400 New
BMCM
674
Bryn Mawr Capital Management
Pennsylvania
$202K +$196K +2,382 New
CP
675
Camelot Portfolios
Ohio
$201K +$196K +2,378 New