We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1501
Fortis Capital Advisors
Kansas
$326K +$311K +1,624 New
SWGC
1502
Summit Wealth Group (Colorado)
Colorado
$325K +$52.4K +274 +20%
BONST
1503
Bank of Nova Scotia Trust
Ontario, Canada
$324K -$7.08K -37 -2%
WF
1504
WoodTrust Financial
Wisconsin
$323K +$1.53K +8 +0.5%
ACM
1505
AlphaStar Capital Management
North Carolina
$323K -$23.5K -123 -7%
CWA
1506
CM Wealth Advisors
Ohio
$323K – – –
BWM
1507
Bernard Wealth Management
Michigan
$321K – – –
RA
1508
Ruggaard & Associates
Ohio
$321K – – –
CG
1509
CFO4Life Group
Texas
$321K +$765 +4 +0.3%
HWA
1510
Heartwood Wealth Advisors
Virginia
$321K – – –
TPBG
1511
Turning Point Benefit Group
Maryland
$321K +$49.4K +258 +19%
AWC
1512
Abundance Wealth Counselors
Pennsylvania
$320K +$40K +209 +15%
DBRC
1513
D.B. Root & Company
Pennsylvania
$319K +$4.02K +21 +1%
CFGW
1514
Chancellor Financial Group WB
Pennsylvania
$318K +$304K +1,587 New
MIM
1515
Marco Investment Management
Georgia
$318K – – –
NRC
1516
New Republic Capital
North Carolina
$318K +$303K +1,583 New
6SA
1517
6th Street Advisors
Alabama
$318K – – –
FBFS
1518
First Business Financial Services
Wisconsin
$316K +$3.25K +17 +1%
KWM
1519
Keebeck Wealth Management
Illinois
$316K +$21.6K +113 +8%
FGWP
1520
Founders Grove Wealth Partners
Virginia
$315K -$13K -68 -4%
PCM
1521
Prelude Capital Management
New York
$314K +$300K +1,567 New
CA
1522
Cornerstone Advisory
Maryland
$314K +$8.42K +44 +3%
CWA
1523
Crusonia Wealth Advisors
Colorado
$314K +$299K +1,565 New
PA
1524
Procyon Advisors
Connecticut
$313K -$53.6K -280 -15%
BC
1525
Bayforest Capital
United Kingdom
$313K +$262K +1,369 +717%
59 60
61
62 63