We are live on ! Find out more
COF icon

Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
LC
826
Lindbrook Capital
California
$25K +$850 +10 +4%
SWA
827
SOA Wealth Advisors
New York
$25K +$18.5K +217 New
KC
828
Kinloch Capital
Virginia
$25K +$21.3K +250 New
TFO
829
Tarbox Family Office
California
$24K – – –
ZB
830
Zions Bancorporation
Utah
$24K +$850 +10 +4%
Ancora Advisors
831
Ancora Advisors
Ohio
$23K – – –
FCA
832
FinTrust Capital Advisors
South Carolina
$23K – – –
SBL
833
Sargent Bickham Lagudis
Colorado
$23K – – –
CMA
834
Cedar Mountain Advisors
Oregon
$22K – – –
FMP
835
Financial Management Professionals
Texas
$22K – – –
SGAM
836
Smith Group Asset Management
Texas
$22K +$12.8K +150 +214%
Allworth Financial
837
Allworth Financial
California
$22K +$15.9K +187 +519%
DOA
838
D'Orazio & Associates
Virginia
$21K – – –
EARNEST Partners
839
EARNEST Partners
Georgia
$21K – – –
TCTC Holdings
840
TCTC Holdings
Texas
$21K – – –
RIM
841
Rockbridge Investment Management
New York
$21K +$17K +200 +1,176%
CCA
842
Childress Capital Advisors
Texas
$21K +$18.3K +215 New
AWM
843
AllSquare Wealth Management
New York
$20K – – –
SWM
844
Selective Wealth Management
Virginia
$20K – – –
FA
845
Financial Advantage
Maryland
$19K – – –
Bogart Wealth LLC
846
Bogart Wealth LLC
Virginia
$18K – – –
Ossiam
847
Ossiam
France
$17K -$304K -3,579 -95%
EIM
848
Essex Investment Management
Massachusetts
$17K – – –
HWA
849
HHM Wealth Advisors
Tennessee
$17K – – –
AIC
850
Archer Investment Corporation
Indiana
$16.6K – – –