We are live on ! Find out more
COF icon

Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
MT
1276
Midwest Trust
Kansas
$433K +$380K +2,034 New
FBB
1277
Fulton Breakefield Broenniman
Maryland
$433K +$19.2K +103 +5%
JC
1278
JBGlobal.com
New York
$433K +$379K +2,033 New
BWP
1279
Barlow Wealth Partners
Kentucky
$432K +$369K +1,976 New
GCP
1280
GSA Capital Partners
United Kingdom
$432K -$1.31M -7,037 -78%
WF
1281
Warner Financial
Maryland
$431K
RG
1282
Renaissance Group
Kentucky
$431K +$378K +2,025 New
HAS
1283
HBW Advisory Services
California
$430K +$108K +577 +40%
IAIM
1284
International Assets Investment Management
Florida
$429K +$376K +2,015 New
V
1285
VeraBank
Texas
$427K +$375K +2,008 New
CWM
1286
Challenger Wealth Management
California
$426K -$1.87K -10 -0.5%
1W
1287
1776 Wealth
Georgia
$426K
ERWM
1288
Elk River Wealth Management
Colorado
$426K
WA
1289
Wilmar Advisors
Florida
$426K +$373K +2,000 New
LFAS
1290
Level Four Advisory Services
Texas
$425K +$109K +585 +41%
MWM
1291
MGB Wealth Management
Texas
$425K +$46.6K +250 +14%
MWM
1292
Marion Wealth Management
Pennsylvania
$424K
BPC
1293
Banque Pictet & Cie
Switzerland
$424K -$25K -134 -6%
BAAM
1294
Baker Avenue Asset Management
California
$424K +$143K +768 +63%
AO
1295
Advisor OS
Illinois
$420K +$368K +1,974 New
Optiver Holding
1296
Optiver Holding
Netherlands
$419K +$295K +1,582 +408%
BB
1297
Berkshire Bank
Massachusetts
$419K +$28.9K +155 +9%
SIM
1298
Sentry Investment Management
Wisconsin
$419K +$137K +733 +61%
PWM
1299
Pines Wealth Management
North Carolina
$419K +$45.7K +245 +15%
CF
1300
Convergence Financial
Missouri
$417K -$91.2K -489 -20%