We are live on ! Find out more
COF icon

Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
GFS
1051
GYL Financial Synergies
Connecticut
– -$211K -2,025 Closed
WAM
1052
WNY Asset Management
New York
– -$209K -2,020 Closed
1W
1053
1776 Wealth
Georgia
– -$209K -2,003 Closed
ERWM
1054
Elk River Wealth Management
Colorado
– -$208K -2,000 Closed
MYIA
1055
Mount Yale Investment Advisors
Colorado
– -$207K -1,985 Closed
CIM
1056
CIM Investment Management
Pennsylvania
– -$205K -1,967 Closed
GCAC
1057
Guardian Capital Advisors (Canada)
Ontario, Canada
– -$202K -1,950 Closed
CT
1058
Columbia Trust
Oregon
– -$202K -1,943 Closed
BFIM
1059
Beese Fulmer Investment Management
Ohio
– -$201K -1,925 Closed
M
1060
Mirova
France
– -$198K -1,909 Closed
SWM
1061
SeaCrest Wealth Management
New York
– -$199K -1,906 Closed
ALAM
1062
Asahi Life Asset Management
Japan
– -$198K -1,900 Closed
TCWM
1063
Total Clarity Wealth Management
Illinois
– -$188K -1,800 Closed
S
1064
Schroders
United Kingdom
– -$130K -1,252 Closed
CMF
1065
Counterpoint Mutual Funds
California
– -$123K -1,179 Closed
Bank Julius Baer & Co
1066
Bank Julius Baer & Co
Switzerland
– -$121K -1,165 Closed
CWP
1067
Concord Wealth Partners
Virginia
– -$78K -744 Closed
CA
1068
CoreCap Advisors
Michigan
– -$73K -702 Closed
GLLW
1069
Graves Light Lenhart Wealth
Virginia
– -$70K -673 Closed
NICM
1070
Neo Ivy Capital Management
New York
– -$37K -356 Closed
TAIM
1071
TD Ameritrade Investment Management
Nebraska
– -$31K -296 Closed
AS
1072
Altshuler Shaham
Israel
– -$24K -231 Closed
PWM
1073
Prentice Wealth Management
New York
– -$23K -221 Closed
CAAS
1074
Capital Asset Advisory Services
Michigan
– -$22K -211 Closed
BMD
1075
Better Money Decisions
New Mexico
– -$19K -186 Closed