We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1526
Pure Financial Advisors
California
$291K +$7.66K +35 +3%
IQI
1527
Integrated Quantitative Investments
Washington
$289K -$242K -1,106 -45%
WIC
1528
Willis Investment Counsel
Georgia
$289K -$30.4K -139 -9%
PCH
1529
PGIM Custom Harvest
New Jersey
$289K -$19K -87 -6%
AIM
1530
Alhambra Investment Management
Florida
$289K -$66.8K -305 -18%
PA
1531
Procyon Advisors
Connecticut
$289K -$59.3K -271 -17%
CPA
1532
Capital Performance Advisors
California
$288K +$35.5K +162 +14%
DMBA
1533
Deseret Mutual Benefit Administrators
Utah
$288K -$77.9K -356 -21%
AWG
1534
Altus Wealth Group
Colorado
$288K -$3.5K -16 -1%
SL
1535
Salomon & Ludwin
Virginia
$287K +$59.3K +271 +25%
DAM
1536
Doheny Asset Management
California
$287K – – –
WCFA
1537
Walkner Condon Financial Advisors
Wisconsin
$285K -$39.8K -182 -12%
DWS
1538
Dynamic Wealth Strategies
California
$285K -$3.94K -18 -1%
LC
1539
Landaas & Company
Wisconsin
$284K – – –
CIP
1540
Convergence Investment Partners
Florida
$283K -$2.12M -9,696 -88%
AAS
1541
Ameritas Advisory Services
Nebraska
$282K -$192K -877 -40%
ACI
1542
Alpha Cubed Investments
California
$282K +$290K +1,325 New
OPPS
1543
Obsidian Personal Planning Solutions
Maryland
$281K – – –
AAS
1544
Asset Allocation Strategies
Michigan
$280K -$5.25K -24 -2%
DWM
1545
Diversify Wealth Management
Utah
$279K +$63.9K +292 +30%
EL
1546
EWA LLC
Pennsylvania
$279K +$11.4K +52 +4%
A
1547
AlphaQuest
New York
$278K – – –
FTC
1548
Farmers Trust Company
Ohio
$278K – – –
PAM
1549
Paradigm Asset Management
New York
$277K – – –
CWP
1550
Capital Wealth Planning
Florida
$276K – – –
60 61
62
63 64