We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
851
Proficio Capital Partners
Massachusetts
$42K -$1.85K -19 -4%
PCG
852
Private Capital Group
Connecticut
$42K -$1.65K -17 -4%
RWA
853
Ropes Wealth Advisors
Massachusetts
$40K – – –
WPA
854
West Paces Advisors
Georgia
$39.2K – – –
ONST
855
Old North State Trust
North Carolina
$38K +$39.6K +407 New
VFA
856
Valeo Financial Advisors
Indiana
$37K +$3.02K +31 +8%
MUS
857
Mitsubishi UFJ Securities
Japan
$34K – – –
YWP
858
YorkBridge Wealth Partners
New York
$33K -$6.91K -71 -17%
KJWM
859
Kiley Juergens Wealth Management
Washington
$32K -$27.8K -286 -45%
OIA
860
Optimum Investment Advisors
Illinois
$30K – – –
VEA
861
Virtus ETF Advisers
New York
$29K – – –
RMC
862
Resources Management Corp
Connecticut
$29K +$30.1K +309 New
TNBTD
863
Trustmark National Bank Trust Department
Mississippi
$28K +$29.2K +300 New
PFBT
864
Parkside Financial Bank & Trust
Missouri
$27K +$584 +6 +2%
SCM
865
Southport Capital Management
Tennessee
$27K +$27.3K +281 New
TAIM
866
TD Ameritrade Investment Management
Nebraska
$26K +$23.3K +240 +667%
PA
867
Perennial Advisors
New York
$25K – – –
LFA
868
Legacy Financial Advisors
Kentucky
$24K – – –
PS
869
Portfolio Strategies
New York
$24K – – –
BWL
870
Bogart Wealth LLC
Virginia
$24K +$3.7K +38 +18%
MAM
871
Magellan Asset Management
Australia
$23K – – –
TFO
872
Tarbox Family Office
California
$23K – – –
FHA
873
Flagship Harbor Advisors
Massachusetts
$23K +$195 +2 +0.8%
TDC
874
Thompson Davis & Co
Virginia
$23K +$12.2K +125 +111%
AWMS
875
Advocacy Wealth Management Services
Georgia
$22K – – –
33 34
35
36 37