We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1176
Evoke Wealth
California
$638K +$78.6K +359 +14%
ZF
1177
Zhang Financial
Michigan
$638K -$27.1K -124 -4%
CSI
1178
Cross Staff Investments
New York
$638K – – –
HFM
1179
Hartford Financial Management
Connecticut
$638K – – –
CWM
1180
Cornerstone Wealth Management
Missouri
$637K +$289K +1,321 +79%
BAM
1181
Berkshire Asset Management
Pennsylvania
$636K +$155K +708 +31%
PTC
1182
Private Trust Company
Ohio
$635K -$19K -87 -3%
CT
1183
Chicago Trust
Illinois
$635K +$29.1K +133 +5%
OWA
1184
One Wealth Advisors
California
$634K -$3.72K -17 -0.6%
PCM
1185
Prelude Capital Management
New York
$633K +$418K +1,908 +178%
LAM
1186
L2 Asset Management
Massachusetts
$632K -$6.59M -30,089 -91%
UWS
1187
Unique Wealth Strategies
Illinois
$632K +$650K +2,971 New
MSFS
1188
Main Street Financial Solutions
Pennsylvania
$630K +$201K +917 +45%
PA
1189
Promethium Advisors
Maryland
$628K -$242K -1,106 -27%
FP
1190
Factorial Partners
New York
$628K – – –
FSA
1191
Financial Security Advisor
Virginia
$628K +$1.31K +6 +0.2%
ST
1192
Smithfield Trust
Pennsylvania
$626K +$162K +739 +34%
IFWM
1193
Institute for Wealth Management
Colorado
$626K – – –
SOS
1194
Silver Oak Securities
Tennessee
$623K +$642K +2,932 New
CF
1195
Claris Financial
Virginia
$623K +$267K +1,220 +71%
OCM
1196
One Capital Management
California
$619K +$8.98K +41 +1%
PPW
1197
Parcion Private Wealth
Washington
$617K +$90.2K +412 +17%
HAIM
1198
Hunter Associates Investment Management
Pennsylvania
$617K – – –
MAM
1199
Madison Asset Management
Wisconsin
$616K – – –
WFI
1200
West Family Investments
California
$614K +$9.2K +42 +1%
46 47
48
49 50