We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1801
MASECO Private Wealth
$80.9K +$219 +1 +0.3%
PGAM
1802
Princeton Global Asset Management
New Jersey
$80.6K +$43.8K +200 +112%
VWWMG
1803
Vermillion & White Wealth Management Group
Pennsylvania
$79.9K – – –
DAM
1804
Delta Asset Management
Tennessee
$78.7K – – –
SVWA
1805
Sarver Vrooman Wealth Advisors
Missouri
$78.7K – – –
KFP
1806
Kerr Financial Planning
California
$77.7K +$81.7K +373 New
WA
1807
WPG Advisers
Maryland
$77.6K +$16.9K +77 +27%
CIA
1808
Cape Investment Advisory
Georgia
$77.4K – – –
SIS
1809
Sound Income Strategies
Florida
$76K -$11.4K -52 -13%
FLP
1810
Financial Life Planners
Arizona
$75.6K +$77.9K +356 New
CCMW
1811
Cypress Capital Management (Wyoming)
Wyoming
$75.5K – – –
BWAM
1812
Boyd Watterson Asset Management
Ohio
$73.1K – – –
OPTFSNA
1813
Old Point Trust & Financial Services N A
Virginia
$73.1K – – –
TC
1814
Trust Company
Kansas
$72.7K – – –
SWA
1815
SOA Wealth Advisors
New York
$72.3K +$9.63K +44 +15%
PWA
1816
Physician Wealth Advisors
Utah
$71.6K +$39.6K +181 +116%
CNBTD
1817
Citizens National Bank Trust Department
Mississippi
$69.7K – – –
GEA
1818
Glen Eagle Advisors
New Jersey
$69.7K – – –
FFC
1819
First Financial Corp
Indiana
$69.3K +$4.38K +20 +7%
RF
1820
Rossby Financial
Florida
$69K +$12K +55 +21%
CB
1821
Community Bank
New York
$68.7K +$70.7K +323 New
SWIM
1822
Smallwood Wealth Investment Management
New Jersey
$68.5K – – –
CA
1823
Centerpoint Advisors
Massachusetts
$68K +$15.8K +72 +29%
CJ
1824
Caitlin John
Michigan
$67.8K +$69.8K +319 New
OP
1825
ORG Partners
Indiana
$66.7K -$2.85K -13 -4%
71 72
73
74 75