We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1551
Synergy Financial Group
California
$298K -$62.6K -327 -18%
AIA
1552
Arbor Investment Advisors
North Carolina
$297K – – –
ICP
1553
Interchange Capital Partners
Pennsylvania
$297K +$283K +1,480 New
HPIA
1554
Hamilton Point Investment Advisors
North Carolina
$297K – – –
MB
1555
MidFirst Bank
Oklahoma
$296K -$86.3K -451 -23%
OFW
1556
Omnia Family Wealth
Florida
$296K +$48.8K +255 +21%
SWM
1557
SHP Wealth Management
Massachusetts
$295K +$22.2K +116 +9%
GFPC
1558
Global Financial Private Client
Florida
$295K +$3.06K +16 +1%
AA
1559
AF Advisors
California
$294K +$191 +1 +0.1%
QWM
1560
Quadcap Wealth Management
Texas
$294K +$12.8K +67 +5%
FWP
1561
FAS Wealth Partners
Kansas
$294K +$280K +1,464 New
VC
1562
Vicus Capital
Pennsylvania
$293K +$1.15K +6 +0.4%
BB
1563
Bell Bank
North Dakota
$293K +$191 +1 +0.1%
CWG
1564
Crown Wealth Group
North Carolina
$292K +$3.83K +20 +1%
CFG
1565
Carr Financial Group
Massachusetts
$291K +$4.78K +25 +2%
GS
1566
GTS Securities
Florida
$289K -$533K -2,785 -66%
BFA
1567
Buttonwood Financial Advisors
Maryland
$289K – – –
GWCM
1568
Godshalk Welsh Capital Management
Pennsylvania
$289K +$19.1K +100 +7%
IP
1569
Ignite Planners
California
$288K -$20.1K -105 -7%
LD
1570
Lipe & Dalton
New York
$287K – – –
LA
1571
Latitude Advisors
Florida
$287K +$273K +1,429 New
MAM
1572
Madison Asset Management
Wisconsin
$285K -$288K -1,507 -51%
SIM
1573
Studio Investment Management
Illinois
$283K -$1.91K -10 -0.7%
AAS
1574
Asset Allocation Strategies
Michigan
$283K +$3.06K +16 +1%
LWA
1575
Legacy Wealth Advisors
Florida
$283K +$270K +1,411 New
61 62
63
64 65