We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
776
Laffer Tengler Investments
Tennessee
$87.3K – – –
CFA
777
Carroll Financial Associates
North Carolina
$87K +$2.81K +33 +4%
PWM
778
Perigon Wealth Management
California
$86K +$73.6K +865 New
PMFA
779
Plante Moran Financial Advisors
Michigan
$84K – – –
NSB
780
Norway Savings Bank
Maine
$80K – – –
MAM
781
Magellan Asset Management
Australia
$76K – – –
LWA
782
Lenox Wealth Advisors
New York
$71K +$61K +717 New
DAM
783
Delta Asset Management
Tennessee
$66K +$10.2K +120 +22%
HIIFS
784
Harel Insurance Investments & Financial Services
Israel
$66K +$61.9K +728 New
TAIM
785
TD Ameritrade Investment Management
Nebraska
$65K -$3.06K -36 -5%
BCA
786
Berman Capital Advisors
Georgia
$65K +$6.97K +82 +14%
TFA
787
Toth Financial Advisory
Virginia
$60K – – –
DAC
788
Dividend Assets Capital
South Carolina
$60K +$51.2K +602 New
CI
789
CX Institutional
Indiana
$57K +$5.19K +61 +12%
WPA
790
West Paces Advisors
Georgia
$56.2K -$5.44K -64 -10%
EP
791
Eudaimonia Partners
Tennessee
$56K – – –
CWM
792
Curi Wealth Management
North Carolina
$56K +$49K +576 New
CLOS
793
Compagnie Lombard Odier SCmA
Switzerland
$55K – – –
WWM
794
Wolff Wiese Magana
California
$53K +$45.9K +540 New
GAM
795
Gemmer Asset Management
California
$50K – – –
SWA
796
Sutton Wealth Advisors
Florida
$49.2K +$1.1K +13 +3%
HCM
797
Highlander Capital Management
New Jersey
$49K -$17K -200 -29%
T
798
TOBAM
France
$46K +$26.2K +308 +190%
APW
799
Acima Private Wealth
Virginia
$44K – – –
SCM
800
Silvant Capital Management
Georgia
$44K – – –
30 31
32
33 34