We are live on ! Find out more
COF icon

Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
701
HighPoint Advisor Group
Illinois
$702K +$105K +697 +18%
BAM
702
Belpointe Asset Management
Nevada
$701K +$684K +4,533 New
RCC
703
Red Cedar Capital
Nebraska
$698K
CANY
704
Caxton Associates (New York)
New York
$697K +$101K +668 +17%
MCCP
705
Mission Creek Capital Partners
California
$693K
ACM
706
Alethea Capital Management
Washington
$689K -$82.8K -549 -11%
BPA
707
Beacon Pointe Advisors
California
$685K +$668K +4,426 New
SFG
708
Summit Financial Group
West Virginia
$682K +$302K +2,000 +83%
Walleye Capital
709
Walleye Capital
New York
$681K +$664K +4,400 New
PA
710
Probity Advisors
Texas
$679K -$23.8K -158 -3%
ACI
711
Alpha Cubed Investments
California
$678K -$1.91M -12,671 -74%
PCM
712
Parsons Capital Management
Rhode Island
$677K -$6.79K -45 -1%
GIA
713
Gateway Investment Advisers
Ohio
$672K -$51.1K -339 -7%
SC
714
Savant Capital
Illinois
$670K -$604K -4,004 -48%
FFG
715
Fortem Financial Group
California
$667K -$9.81K -65 -1%
JCM
716
Jacobi Capital Management
Pennsylvania
$660K +$8.6K +57 +1%
CAM
717
Cresset Asset Management
Illinois
$657K -$892K -5,915 -58%
CGL
718
Clarius Group LLC
Washington
$657K +$8.15K +54 +1%
IMOV
719
Investment Management of Virginia
Virginia
$655K
PIFP
720
Partners in Financial Planning
Virginia
$654K +$638K +4,228 New
MWM
721
Meridian Wealth Management
Kentucky
$654K +$638K +4,230 New
BBP
722
Banco BTG Pactual
Brazil
$648K +$30.8K +204 +5%
TAM
723
Trust Asset Management
Texas
$643K +$78K +517 +14%
PFO
724
Pathstone Family Office
New Jersey
$641K +$325K +2,156 +108%
FMLI
725
Fukoku Mutual Life Insurance
Japan
$639K +$170K +1,130 +38%