We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
1701
Birch Hill Investment Advisors
Massachusetts
$211K – – –
EWM
1702
Evermay Wealth Management
Virginia
$211K – – –
EWM
1703
Elevatus Welath Management
New York
$211K +$217K +992 New
HWM
1704
Horizon Wealth Management
Illinois
$210K +$216K +987 New
GWM
1705
Gitterman Wealth Management
New Jersey
$210K +$155K +709 +255%
QFW
1706
QTR Family Wealth
Florida
$210K +$216K +987 New
HWM
1707
Hassell Wealth Management
Louisiana
$210K +$657 +3 +0.3%
CWMK
1708
Caliber Wealth Management (Kansas)
Kansas
$207K +$876 +4 +0.4%
JIP
1709
Jaffetilchin Investment Partners
Florida
$206K -$657 -3 -0.3%
STA
1710
Smith Thornton Advisors
Alabama
$206K – – –
HBT
1711
Heartland Bank & Trust
Illinois
$206K – – –
IA
1712
Insight Advisors
Pennsylvania
$205K -$219 -1 -0.1%
VAG
1713
VisionPoint Advisory Group
Texas
$205K +$211K +964 New
CG
1714
Curat Global
New Hampshire
$204K – – –
SFG
1715
Sovereign Financial Group
Connecticut
$204K +$2.85K +13 +1%
CF
1716
Centaurus Financial
California
$204K +$43.6K +199 +26%
FWA
1717
Flagship Wealth Advisors
Massachusetts
$204K – – –
BCA
1718
Bay Capital Advisors
Virginia
$204K – – –
TWD
1719
True Wealth Design
Ohio
$203K +$68.3K +312 +48%
BTWM
1720
Brass Tax Wealth Management
Ohio
$203K – – –
NDSI
1721
Newman Dignan & Sheerar Inc
Rhode Island
$203K – – –
FNBSF
1722
First National Bank Sioux Falls
South Dakota
$203K – – –
KFI
1723
Key Financial Inc
Pennsylvania
$202K +$11.8K +54 +6%
LRPA
1724
L. Roy Papp & Associates
Arizona
$202K – – –
CIA
1725
Citadel Investment Advisory
Ohio
$202K – – –
67 68
69
70 71