We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1951
Colonial Trust Advisors
South Carolina
$30.7K -$127K -663 -81%
OWP
1952
ORG Wealth Partners
Texas
$30.7K – – –
PWMA
1953
Pension & Wealth Management Advisors
Massachusetts
$30.6K +$29.1K +152 New
CWP
1954
Concord Wealth Partners
Virginia
$30.5K +$29.1K +152 New
WA
1955
Walsh & Associates
Florida
$30.1K -$9.56K -50 -25%
GC
1956
Gould Capital
Washington
$30.1K – – –
TSMHT
1957
Thurston Springer Miller Herd & Titak
Indiana
$30K – – –
SSG
1958
Summit Securities Group
New York
$28.9K +$7.84K +41 +40%
PB
1959
Prosperity Bancshares
Texas
$28.5K -$574 -3 -2%
SN
1960
Sittner & Nelson
Oregon
$28.1K – – –
RWM
1961
RMG Wealth Management
Wisconsin
$28K -$6.5K -34 -21%
CMP
1962
Coston McIsaac & Partners
Maine
$28K – – –
SWA
1963
SOA Wealth Advisors
New York
$27.9K -$28.9K -151 -52%
PWAM
1964
Private Wealth Asset Management
Iowa
$27.9K – – –
WWM
1965
Wolff Wiese Magana
California
$27.7K – – –
RWM
1966
Raffa Wealth Management
District of Columbia
$27.7K +$2.68K +14 +11%
USB
1967
Union Savings Bank
Connecticut
$27.3K – – –
PUI
1968
Purpose Unlimited Inc
$27.1K – – –
PS
1969
Planning Strategies
Pennsylvania
$26.9K +$25.6K +134 New
FCMT
1970
Founders Capital Management (Texas)
Texas
$26.5K – – –
SC
1971
Solstein Capital
California
$26.1K – – –
RBC
1972
Roble Belko & Company
Pennsylvania
$26K – – –
CFM
1973
Cornerstone Financial Management
Massachusetts
$25.1K +$7.46K +39 +45%
CW
1974
CrossGen Wealth
North Carolina
$24.9K – – –
OW
1975
Olistico Wealth
Oklahoma
$24.9K – – –
77 78
79
80 81