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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
BO
551
Bank OZK
Arkansas
$899K -$52.7K -489 -7%
RFG Advisory
552
RFG Advisory
Alabama
$898K +$48.6K +451 +7%
AF
553
Arrow Financial
New York
$894K – – –
Savant Capital
554
Savant Capital
Illinois
$892K +$65.3K +605 +10%
BCM
555
Barden Capital Management
Texas
$888K +$99.2K +920 +12%
EWM
556
EPG Wealth Management
Georgia
$884K +$13.4K +124 +2%
IFAM
557
Institutional & Family Asset Management
Colorado
$880K +$647 +6 +0.1%
E. Ohman J:or Asset Management
558
E. Ohman J:or Asset Management
Sweden
$879K – – –
Harbour Investments
559
Harbour Investments
Wisconsin
$878K +$87.2K +808 +14%
CAM
560
Cidel Asset Management
Ontario, Canada
$877K +$721K +6,685 New
FFS
561
Founders Financial Securities
Maryland
$872K +$18.2K +169 +3%
Principal Securities
562
Principal Securities
Iowa
$871K +$717K +6,643 New
CFCI
563
Comprehensive Financial Consultants Institutional
Indiana
$871K +$755 +7 +0.1%
MCC
564
Malaga Cove Capital
California
$858K -$324 -3 -0%
AI
565
Arvest Investments
Arkansas
$854K +$703K +6,513 New
DA
566
Denali Advisors
California
$839K – – –
WCM
567
Whitener Capital Management
North Carolina
$838K -$33.5K -311 -5%
DEA
568
DoubleLine ETF Adviser
Florida
$836K +$53.6K +497 +8%
Carson Wealth (CWM LLC)
569
Carson Wealth (CWM LLC)
Nebraska
$835K +$116K +1,071 +20%
Axxcess Wealth Management
570
Axxcess Wealth Management
California
$833K +$290K +2,685 +73%
Focus Partners Wealth
571
Focus Partners Wealth
Massachusetts
$832K +$685K +6,348 New
CK
572
Cohen Klingenstein
New York
$823K – – –
Apollon Wealth Management
573
Apollon Wealth Management
South Carolina
$822K +$318K +2,949 +89%
BCV
574
Banque Cantonale Vaudoise
Switzerland
$822K -$484K -4,486 -42%
Jefferies Financial Group
575
Jefferies Financial Group
New York
$821K -$1.18M -10,947 -64%