We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
976
Fiducient Advisors
Illinois
$313K +$330K +1,746 New
MWM
977
MGB Wealth Management
Texas
$313K +$330K +1,746 New
HPBT
978
Hickory Point Bank & Trust
Illinois
$313K -$5.67K -30 -2%
MFIM
979
Mesirow Financial Investment Management
Illinois
$312K -$567 -3 -0.2%
SIM
980
Studio Investment Management
Illinois
$312K -$12.3K -65 -4%
LI
981
Lafayette Investments
Maryland
$311K +$328K +1,734 New
OWCM
982
One Wealth Capital Management
Arizona
$307K +$14.2K +75 +5%
PIA
983
Pinion Investment Advisors
Kansas
$306K +$3.59K +19 +1%
RBFC
984
Roman Butler Fullerton & Co
Missouri
$306K +$3.21K +17 +0.9%
PT
985
Plimoth Trust
Massachusetts
$304K -$33.1K -175 -9%
ACM
986
Advisors Capital Management
New Jersey
$302K +$74.2K +393 +30%
RIG
987
RiverFront Investment Group
Virginia
$301K +$317K +1,676 New
WA
988
Wealth Alliance
New York
$300K +$32.7K +173 +12%
FMI
989
F/M Investments
District of Columbia
$300K -$1.32K -7 -0.4%
AWA
990
AGH Wealth Advisors
Kansas
$298K -$46.3K -245 -13%
VC
991
Vicus Capital
Pennsylvania
$298K +$314K +1,660 New
EFS
992
Essex Financial Services
Connecticut
$298K +$9.82K +52 +3%
PA
993
Probity Advisors
Texas
$298K -$33.2K -176 -10%
SYBT
994
Stock Yards Bank & Trust
Kentucky
$298K – – –
BA
995
Bridgewater Advisors
New York
$297K +$306K +1,622 New
SIA
996
Schechter Investment Advisors
Michigan
$296K -$41.7K -221 -12%
BDF
997
Black Diamond Financial
Maryland
$296K +$312K +1,651 New
CLOS
998
Compagnie Lombard Odier SCmA
Switzerland
$296K – – –
SCM
999
SCS Capital Management
Massachusetts
$296K +$311K +1,649 New
AA
1000
Advisory Alpha
Michigan
$295K +$5.86K +31 +2%
38 39
40
41 42