We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
751
ALPS Advisors
Colorado
$269K -$3.3K -27 -1%
MVA
752
Mount Vernon Associates
Maryland
$266K – – –
CWP
753
CFM Wealth Partners
Texas
$265K – – –
SFP
754
Sweet Financial Partners
Minnesota
$264K -$1.47K -12 -0.5%
MIM
755
Manitou Investment Management
Ontario, Canada
$260K -$61.1K -500 -17%
AL
756
Aspiriant LLC
California
$259K -$25.9K -212 -8%
OFS
757
OneAscent Financial Services
Alabama
$258K +$21.1K +173 +8%
SVWAG
758
Sound View Wealth Advisors Group
Georgia
$257K +$301K +2,466 New
IAN
759
Integrated Advisors Network
Texas
$257K +$302K +2,470 New
CA
760
Continuum Advisory
Idaho
$255K +$32.4K +265 +12%
NFSG
761
Newbridge Financial Services Group
Florida
$253K +$122 +1 +0%
CPWA
762
Cerro Pacific Wealth Advisors
California
$253K +$297K +2,432 New
SG
763
StoneX Group
New York
$252K -$11.6K -95 -4%
AWM
764
Avitas Wealth Management
California
$252K +$295K +2,415 New
HFM
765
Harvest Fund Management
China
$249K -$13.8K -113 -5%
SWM
766
Sendero Wealth Management
Texas
$246K +$266K +2,180 New
EGA
767
E&G Advisors
Texas
$245K – – –
SICM
768
Sustainable Insight Capital Management
New York
$245K +$270K +2,207 New
TA
769
Tectonic Advisors
Texas
$243K +$46.1K +377 +19%
SYBT
770
Stock Yards Bank & Trust
Kentucky
$243K +$285K +2,334 New
WG
771
Welch Group
Alabama
$242K +$3.79K +31 +1%
OWM
772
OneAscent Wealth Management
Alabama
$241K -$70.5K -577 -20%
EWM
773
Endurance Wealth Management
Rhode Island
$241K +$7.95K +65 +3%
AFS
774
Axiom Financial Strategies
Indiana
$240K – – –
FH
775
FWG Holdings
Florida
$240K +$281K +2,300 New
29 30
31
32 33