We are live on ! Find out more
COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2076
RMG Wealth Management
Wisconsin
$29.5K – – –
AIA
2077
Aventus Investment Advisors
Florida
$29.1K +$4.45K +20 +20%
OCM
2078
Osterweis Capital Management
California
$28.6K +$26.3K +118 New
LAM
2079
LOM Asset Management
$27.9K – – –
CTWM
2080
Cherry Tree Wealth Management
Minnesota
$27.3K +$23.4K +105 +1,313%
TFG
2081
Team Financial Group
California
$27.1K – – –
PFSC
2082
Peoples Financial Services Corp
Pennsylvania
$26.9K – – –
AWM
2083
Abound Wealth Management
Tennessee
$26.5K +$445 +2 +2%
EWM
2084
Evolution Wealth Management
Florida
$25.9K +$20K +90 +529%
PCM
2085
Penserra Capital Management
California
$25K -$1.35M -6,051 -98%
MWPCG
2086
Measured Wealth Private Client Group
New Hampshire
$24.7K -$1.56K -7 -6%
HIA
2087
HFM Investment Advisors
New Jersey
$24.5K +$19.8K +89 +742%
GI
2088
GS Investments
Minnesota
$24.5K – – –
GC
2089
Gould Capital
Washington
$24.2K +$22.3K +100 New
PP
2090
Paladin Partners
Wisconsin
$24.2K +$22.3K +100 New
PCFFS
2091
Pacific Center for Financial Services
California
$23.6K – – –
QA
2092
Quattro Advisors
Pennsylvania
$23.6K +$21.6K +97 New
BCM
2093
Boreal Capital Management
Florida
$23.5K – – –
GWP
2094
Gen-Wealth Partners
Michigan
$23.3K – – –
JGCM
2095
Joseph Group Capital Management
Ohio
$23K +$21.1K +95 New
ACA
2096
American Capital Advisory
Idaho
$22.8K +$668 +3 +3%
SR
2097
Swiss Re
Switzerland
$22.1K +$20.3K +91 New
GCM
2098
Gables Capital Management
Florida
$21.8K – – –
TFM
2099
TFC Financial Management
Massachusetts
$20K – – –
NWM
2100
Navigoe Wealth Management
California
$20K – – –
82 83
84
85 86