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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
FLI
526
Family Legacy Inc
South Carolina
$742K -$1.7K -20 -0.3%
KPWS
527
Kestra Private Wealth Services
Texas
$740K +$642K +7,555 New
SAS
528
Stelac Advisory Services
New York
$735K +$88K +1,035 +16%
QI
529
Qtron Investments
Massachusetts
$730K -$93.6K -1,101 -13%
CCM
530
Compton Capital Management
Rhode Island
$712K +$612K +7,200 New
PWM
531
PBMares Wealth Management
Virginia
$699K
FTDI
532
First Trust Direct Indexing
Massachusetts
$694K +$597K +7,024 New
PT
533
Plimoth Trust
Massachusetts
$685K -$63.8K -750 -10%
OWM
534
OneAscent Wealth Management
Alabama
$684K +$588K +6,920 New
GF
535
Gabelli Funds
New York
$682K +$187K +2,200 +47%
PP
536
Palladium Partners
Virginia
$679K -$9.69K -114 -2%
FA
537
FDx Advisors
Illinois
$674K +$23K +271 +4%
UCI
538
Uncommon Cents Investing
Wisconsin
$659K -$17.4K -205 -3%
AIP
539
Ameritas Investment Partners
Nebraska
$658K -$28K -329 -5%
ACM
540
AlphaCrest Capital Management
New York
$658K +$197K +2,316 +53%
CI
541
Conning Inc
Connecticut
$655K -$18.7K -220 -3%
LNC
542
Lincoln National Corp
Pennsylvania
$652K -$32.7K -384 -6%
IFAM
543
Institutional & Family Asset Management
Colorado
$649K +$1.36K +16 +0.2%
SP
544
Symmetry Partners
Connecticut
$645K +$2.21K +26 +0.4%
RWB
545
RMR Wealth Builders
New Jersey
$643K -$21.9K -258 -4%
DAS
546
Dynamic Advisor Solutions
Arizona
$633K -$4.76K -56 -0.9%
DA
547
Doliver Advisors
Texas
$628K -$24.1K -283 -4%
VanEck Associates
548
VanEck Associates
New York
$628K
ANRIA
549
American National Registered Investment Advisor
Texas
$627K
Two Sigma Advisers
550
Two Sigma Advisers
New York
$623K -$6.33M -74,500 -92%