We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
901
TCV Trust & Wealth Management
Virginia
$270K +$42.7K +300 +20%
MC
902
Mathes Company
New York
$270K – – –
SIM
903
Sentry Investment Management
Wisconsin
$270K – – –
PTC
904
Private Trust Company
Ohio
$270K +$6.12K +43 +2%
LFG
905
Lockerman Financial Group
California
$270K – – –
PCM
906
Penserra Capital Management
California
$269K +$2.99K +21 +1%
FCA
907
FinTrust Capital Advisors
South Carolina
$267K +$21.5K +151 +9%
AWA
908
Arkadios Wealth Advisors
Georgia
$266K +$9.4K +66 +4%
WFC
909
Western Financial Corp
California
$266K -$285 -2 -0.1%
DWM
910
Drive Wealth Management
Utah
$265K +$3.56K +25 +1%
DA
911
Doliver Advisors
Texas
$265K -$24.9K -175 -9%
EFS
912
Essex Financial Services
Connecticut
$264K +$3.7K +26 +2%
JSW
913
Journey Strategic Wealth
New Jersey
$263K +$12K +84 +5%
GIA
914
Gladstone Institutional Advisory
Florida
$258K -$175K -1,232 -42%
HI
915
Humankind Investments
New York
$256K +$16.8K +118 +7%
HTIM
916
Harbour Trust & Investment Management
Indiana
$255K -$8.54K -60 -3%
KP
917
Keel Point
Alabama
$254K -$8.69K -61 -3%
OWA
918
One Wealth Advisors
California
$254K +$142 +1 +0.1%
EWA
919
Exencial Wealth Advisors
Oklahoma
$252K +$5.7K +40 +2%
CLOS
920
Compagnie Lombard Odier SCmA
Switzerland
$252K +$4.41K +31 +2%
FMI
921
F/M Investments
District of Columbia
$252K – – –
IIM
922
INTECH Investment Management
Florida
$248K +$236K +1,659 New
LCGC
923
Legacy Capital Group California
California
$247K -$9.82K -69 -4%
SS
924
Sunbelt Securities
Texas
$247K – – –
AA
925
Advisory Alpha
Michigan
$245K -$2.85K -20 -1%
35 36
37
38 39