We are live on ! Find out more
COF icon

Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1426
Flatrock Wealth Partners
California
$370K +$54.7K +286 +18%
NI
1427
Natural Investments
California
$370K -$2.49K -13 -0.7%
AIA
1428
AssuredPartners Investment Advisors
Florida
$369K -$66.6K -348 -16%
FNB
1429
Farmers National Bank
Kentucky
$368K – – –
AWM
1430
Ariadne Wealth Management
California
$368K +$68.3K +357 +24%
1SB
1431
1ST Source Bank
Indiana
$368K +$350K +1,832 New
CSPIA
1432
Cary Street Partners Investment Advisory
Virginia
$367K -$48.2K -252 -12%
GAA
1433
Global Assets Advisory
Florida
$366K +$38.3K +200 +13%
EGWAG
1434
Elwood & Goetz Wealth Advisory Group
Georgia
$365K +$348K +1,820 New
HH
1435
Hilltop Holdings
Texas
$365K +$3.25K +17 +0.9%
WAG
1436
Winthrop Advisory Group
Massachusetts
$364K +$52.6K +275 +18%
Koshinski Asset Management
1437
Koshinski Asset Management
Illinois
$364K +$66.4K +347 +24%
PCM
1438
Passive Capital Management
Maryland
$364K -$8.03K -42 -3%
SGI
1439
Summit Global Investments
Utah
$363K -$107K -557 -24%
FPL
1440
Fortress Private Ledger
North Carolina
$363K -$181K -947 -34%
MW
1441
MBL Wealth
North Carolina
$362K +$43.6K +228 +14%
MC
1442
Mathes Company
New York
$361K – – –
MVA
1443
Mount Vernon Associates
Maryland
$361K – – –
SDIC
1444
South Dakota Investment Council
South Dakota
$361K – – –
WPW
1445
Waldron Private Wealth
Pennsylvania
$361K -$8.23K -43 -2%
MCM
1446
MontVue Capital Management
Virginia
$359K – – –
GRWP
1447
Green Ridge Wealth Planning
New Jersey
$359K – – –
ESC
1448
Eurizon SLJ Capital
$358K – – –
FAN
1449
Financial Advisors Network
California
$358K -$9.56K -50 -3%
PRI
1450
Prepared Retirement Institute
Pennsylvania
$358K – – –