We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
ACL
1476
Applied Capital LLC
Florida
– -$237K -1,329 Closed
KMWM
1477
Keudell/Morrison Wealth Management
Oregon
– -$235K -1,317 Closed
KWM
1478
Keebeck Wealth Management
Illinois
– -$231K -1,295 Closed
DWM
1479
Diversify Wealth Management
Utah
– -$218K -1,246 Closed
DA
1480
Dover Advisors
Virginia
– -$219K -1,229 Closed
CWG
1481
Crown Wealth Group
North Carolina
– -$215K -1,206 Closed
TPBG
1482
Turning Point Benefit Group
Maryland
– -$217K -1,201 Closed
CCB
1483
Cutter & Co Brokerage
Missouri
– -$211K -1,185 Closed
MFG
1484
Magnus Financial Group
New York
– -$210K -1,179 Closed
VA
1485
Valmark Advisers
Ohio
– -$210K -1,179 Closed
PJWM
1486
Philip James Wealth Mangement
Georgia
– -$204K -1,145 Closed
BIP
1487
Blueprint Investment Partners
North Carolina
– -$204K -1,142 Closed
HSA
1488
HBK Sorce Advisory
Pennsylvania
– -$204K -1,142 Closed
NCTC
1489
New Covenant Trust Company
Indiana
– -$202K -1,138 Closed
MSR
1490
Main Street Research
Connecticut
– -$203K -1,137 Closed
SOW
1491
State of Wyoming
Wyoming
– -$187K -1,050 Closed
CFG
1492
CKW Financial Group
Hawaii
– -$169K -950 Closed
PCWA
1493
Pacific Capital Wealth Advisors
California
– -$145K -811 Closed
MFG
1494
Mendota Financial Group
Wisconsin
– -$99.9K -560 Closed
MIM
1495
Manitou Investment Management
Ontario, Canada
– -$89.2K -500 Closed
MCM
1496
MidAtlantic Capital Management
Virginia
– -$85.1K -477 Closed
AWM
1497
Avior Wealth Management
Nebraska
– -$59.8K -335 Closed
CAS
1498
Coppell Advisory Solutions
Texas
– -$56.4K -315 Closed
FIA
1499
FPC Investment Advisory
California
– -$58.5K -287 Closed
CJ
1500
Caitlin John
Michigan
– -$32.7K -183 Closed
57 58 59
60
61