We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
876
Cerity Partners OCIO
New York
$274K +$276K +1,692 New
KPW
877
Kore Private Wealth
New York
$273K +$275K +1,685 New
HC
878
Henshaw Capital
Massachusetts
$272K – – –
TCWM
879
Total Clarity Wealth Management
Illinois
$271K +$12.2K +75 +5%
CB
880
Cadence Bank
Mississippi
$269K – – –
WT
881
Whittier Trust
California
$268K +$4.57K +28 +2%
WA
882
Wealth Alliance
New York
$268K +$271K +1,658 New
DA
883
Dillon & Associates
Michigan
$267K – – –
HIA
884
Harbor Investment Advisory
Maryland
$267K +$30.7K +188 +13%
MSFS
885
Main Street Financial Solutions
Pennsylvania
$266K +$47K +288 +21%
PCM
886
Penserra Capital Management
California
$265K +$26.3K +161 +11%
EWM
887
Endurance Wealth Management
Rhode Island
$261K – – –
CFG
888
CKW Financial Group
Hawaii
$258K – – –
FCM
889
Firestone Capital Management
Florida
$257K – – –
WFI
890
West Family Investments
California
$257K +$35.2K +216 +16%
AA
891
Ancora Advisors
Ohio
$257K +$250K +1,533 +2,738%
THWM
892
Taylor Hoffman Wealth Management
Virginia
$256K – – –
FWM
893
Frontier Wealth Management
Missouri
$256K +$258K +1,582 New
AWA
894
Arete Wealth Advisors
Illinois
$254K +$835K +5,116 New
CCM
895
Covington Capital Management
California
$253K +$1.14K +7 +0.4%
LFA
896
Legacy Financial Advisors
Kentucky
$253K +$23.2K +142 +10%
MA
897
MUFG Americas
New York
$252K – – –
BWP
898
BSW Wealth Partners
Colorado
$250K +$38.8K +238 +18%
SQA
899
Simon Quick Advisors
New Jersey
$249K +$223K +1,367 +781%
CRIG
900
Charter Research & Investment Group
Connecticut
$248K – – –
34 35
36
37 38