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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
FMAEN1
601
Fund Management at Engine No 1
California
$530K +$52K +486 +10%
WG
602
Winton Group
United Kingdom
$529K +$223K +2,086 +62%
NFA
603
Northern Financial Advisors
Michigan
$529K
BFM
604
Boothbay Fund Management
New York
$521K +$369K +3,450 +180%
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$514K +$134K +1,253 +31%
ATPW
606
Ashton Thomas Private Wealth
Arizona
$512K -$7.8K -73 -1%
OAM
607
Ostrum Asset Management
France
$510K -$13.4K -125 -2%
NRS
608
Neville Rodie & Shaw
New York
$505K -$10.7K -100 -2%
FFM
609
Forum Financial Management
Illinois
$504K +$107 +1 +0%
SLI
610
Sumitomo Life Insurance
Japan
$499K -$22K -206 -4%
DT
611
Diversified Trust
Tennessee
$498K -$69.8K -653 -11%
AIA
612
Angeles Investment Advisors
California
$490K +$540K +5,050 New
SP
613
Symmetry Partners
Connecticut
$490K -$46K -430 -8%
BTWM
614
Baker Tilly Wealth Management
Wisconsin
$487K -$1.17M -10,919 -69%
SACTSONJ
615
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$485K
CIC
616
Crawford Investment Counsel
Georgia
$485K -$72.7K -680 -12%
LPT
617
Legacy Private Trust
Wisconsin
$482K -$52.2K -488 -9%
VCA
618
Verdence Capital Advisors
Maryland
$478K -$36.9K -345 -7%
CTC
619
Central Trust Company
Missouri
$471K +$69.5K +650 +15%
PWM
620
PBMares Wealth Management
Virginia
$468K
MFP
621
Meridian Financial Partners
Virginia
$461K +$34.5K +323 +7%
RFC
622
Regions Financial Corp
Alabama
$458K -$49.1K -459 -9%
PFS
623
Prospera Financial Services
Texas
$457K -$59.2K -554 -11%
SC
624
SouthState Corp
Florida
$453K -$29.2K -273 -6%
LSA
625
Leonteq Securities AG
Switzerland
$450K -$324K -3,029 -39%