We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
851
Waterway Wealth Management
Texas
$310K +$295K +2,070 New
SGK
852
Steigerwald Gordon & Koch
Virginia
$308K – – –
CFG
853
Carr Financial Group
Massachusetts
$308K +$1.14K +8 +0.4%
CWM
854
Cornerstone Wealth Management
Missouri
$308K -$69.9K -491 -19%
MVA
855
Mount Vernon Associates
Maryland
$307K -$57K -400 -16%
DFCM
856
Dark Forest Capital Management
Puerto Rico
$306K +$291K +2,042 New
OQS
857
Occudo Quantitative Strategies
Florida
$305K +$290K +2,040 New
FSI
858
Flow State Investments
Illinois
$305K -$871K -6,115 -75%
FIA
859
Foundations Investment Advisors
Arizona
$303K +$36.7K +258 +15%
GA
860
Greenspring Advisors
Maryland
$302K – – –
IBOK
861
Independence Bank of Kentucky
Kentucky
$302K +$140K +985 +96%
NCFG
862
New Century Financial Group
New Jersey
$301K +$31.2K +219 +12%
PCP
863
Proficio Capital Partners
Massachusetts
$301K -$49.6K -348 -15%
RFS
864
Richardson Financial Services
Massachusetts
$301K – – –
1W
865
1776 Wealth
Georgia
$299K – – –
ERWM
866
Elk River Wealth Management
Colorado
$299K – – –
AC
867
ASB Consultores
Florida
$299K +$30K +211 +12%
CWM
868
Chemistry Wealth Management
New York
$298K +$427 +3 +0.2%
MWM
869
Marion Wealth Management
Pennsylvania
$298K – – –
OAM
870
Ostrum Asset Management
France
$298K +$3.56K +25 +1%
CIA
871
Capital Investment Advisors
Georgia
$297K -$142 -1 -0.1%
AFPL
872
Advus Financial Partners, LLC
Florida
$296K +$9.26K +65 +3%
PWPS
873
Pinnacle Wealth Planning Services
Ohio
$296K – – –
PT
874
Plimoth Trust
Massachusetts
$295K -$38.6K -271 -12%
PCMC
875
Paragon Capital Management (Colorado)
Colorado
$295K +$1.28K +9 +0.5%
33 34
35
36 37