We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1001
Orion Capital Management
California
$1.04M +$86.1K +450 +10%
PCP
1002
Proficio Capital Partners
Massachusetts
$1.04M +$685K +3,579 +225%
JWM
1003
Jeppson Wealth Management
California
$1.03M -$17.4K -91 -2%
IWA
1004
Icon Wealth Advisors
Texas
$1.03M +$41.1K +215 +4%
BTC
1005
Bank & Trust Company
Illinois
$1.03M -$10.5K -55 -1%
BCM
1006
Barden Capital Management
Texas
$1.02M -$349K -1,824 -26%
MG
1007
Mather Group
Illinois
$1.02M +$66.8K +349 +7%
QC
1008
Quent Capital
New York
$1.01M +$100K +524 +12%
AWM
1009
Aprio Wealth Management
Georgia
$1.01M +$20.9K +109 +2%
BS
1010
Banco Santander
Spain
$1.01M +$342K +1,787 +55%
MMG
1011
Monetary Management Group
Missouri
$1M – – –
FMI
1012
Frec Markets Inc
California
$1M -$29.8K -156 -3%
CW
1013
CreativeOne Wealth
Kansas
$1M -$134K -699 -12%
CCM
1014
Corsair Capital Management
New York
$999K – – –
GIA
1015
Gladstone Institutional Advisory
Florida
$998K +$160K +835 +20%
BO
1016
Bank OZK
Arkansas
$992K -$13.2K -69 -1%
CPWA
1017
Cerro Pacific Wealth Advisors
California
$988K -$8.23K -43 -0.9%
TC
1018
Tannin Capital
North Carolina
$987K -$8.8K -46 -0.9%
MWM
1019
Modera Wealth Management
New Jersey
$983K +$574 +3 +0.1%
IMC
1020
Investment Management Corporation
Virginia
$979K +$8.61K +45 +0.9%
RWB
1021
RMR Wealth Builders
New Jersey
$976K -$31.8K -166 -3%
BFIM
1022
Beese Fulmer Investment Management
Ohio
$974K +$177K +923 +23%
FM
1023
Foster & Motley
Ohio
$974K -$286K -1,496 -24%
DFCM
1024
Dark Forest Capital Management
Puerto Rico
$973K +$928K +4,850 New
AWM
1025
Arista Wealth Management
Nevada
$973K +$191 +1 +0%
39 40
41
42 43