We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
1726
First Command Advisory Services
Texas
$217K -$21.2K -111 -9%
CCM
1727
Charter Capital Management
Wisconsin
$217K +$207K +1,082 New
SLWA
1728
San Luis Wealth Advisors
California
$217K -$52.6K -275 -20%
UAS
1729
United Asset Strategies
New York
$216K -$23.5K -123 -10%
VWM
1730
VCI Wealth Management
Missouri
$216K -$1.54M -8,056 -88%
RIA
1731
Realta Investment Advisors
Delaware
$216K +$206K +1,075 New
RWA
1732
Redhawk Wealth Advisors
Minnesota
$215K -$56.6K -296 -22%
HCA
1733
Hyperion Capital Advisors
New York
$215K +$205K +1,071 New
LSIA
1734
LaSalle St. Investment Advisors
Illinois
$214K -$215K -1,125 -51%
MA
1735
MJP Associates
Connecticut
$214K -$116K -604 -36%
ASG
1736
Ariston Services Group
California
$213K +$204K +1,064 New
WIM
1737
Warwick Investment Management
Texas
$213K +$203K +1,061 New
CWR
1738
Chico Wealth RIA
California
$213K +$203K +1,060 New
PAI
1739
Pittenger & Anderson Inc
Nebraska
$212K -$42.3K -221 -17%
JRSI
1740
Jeter Robert S II
$212K +$202K +1,054 New
VWM
1741
Vertrix Wealth Management
Michigan
$212K +$202K +1,057 New
PL
1742
Plancorp LLC
Missouri
$212K +$200K +1,043 New
ICP
1743
Impact Capital Partners
Colorado
$211K +$202K +1,054 New
RG
1744
Rathbones Group
United Kingdom
$211K +$202K +1,054 New
FWM
1745
Focused Wealth Management
New York
$211K +$202K +1,054 New
TCWM
1746
Total Clarity Wealth Management
Illinois
$211K +$201K +1,052 New
CFG
1747
Carter Financial Group
Illinois
$211K -$20.3K -106 -9%
4WM
1748
49 Wealth Management
Texas
$210K +$201K +1,049 New
A
1749
Alongside
Texas
$210K +$201K +1,049 New
PSP
1750
Principal Street Partners
Tennessee
$210K +$201K +1,049 New
68 69
70
71 72