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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
626
D.J. St. Germain
Massachusetts
$386K
NAM
627
NorthCoast Asset Management
Connecticut
$379K +$79.9K +940 +33%
ATPW
628
Ashton Thomas Private Wealth
Arizona
$377K -$4.08K -48 -1%
LCM
629
Laurion Capital Management
New York
$377K +$324K +3,809 New
WCM
630
Whitener Capital Management
North Carolina
$375K +$3.4K +40 +1%
PTP
631
Platform Technology Partners
New York
$374K -$93.8K -1,103 -23%
SIG
632
Sky Investment Group
Connecticut
$368K
CC
633
Centiva Capital
New York
$368K +$317K +3,723 New
GTCM
634
Gyon Technologies Capital Management
New Jersey
$367K +$315K +3,708 New
BOTW
635
Bank of the West
California
$364K -$8.5K -100 -3%
CWM
636
Concentric Wealth Management
California
$363K -$68.5K -805 -18%
IAA
637
Independent Advisor Alliance
North Carolina
$361K +$3.74K +44 +1%
BCI
638
Brinker Capital Investments
Pennsylvania
$361K +$310K +3,650 New
CA
639
Calton & Associates
Florida
$360K -$600K -7,058 -66%
Jones Financial Companies
640
Jones Financial Companies
Missouri
$350K -$49.6K -583 -14%
TTWM
641
TCV Trust & Wealth Management
Virginia
$348K
CFG
642
Citizens Financial Group
Rhode Island
$347K -$1.19K -14 -0.4%
PCM
643
Pointe Capital Management
Michigan
$343K -$10.8K -127 -4%
PFGIA
644
Patriot Financial Group Insurance Agency
Massachusetts
$342K +$14.2K +167 +5%
HAS
645
HBW Advisory Services
California
$341K -$67.2K -790 -19%
SCM
646
Shelton Capital Management
Colorado
$340K +$25.5K +300 +10%
GFP
647
Gryphon Financial Partners
Ohio
$337K +$289K +3,404 New
WANY
648
Wealthspire Advisors (New York)
New York
$335K +$288K +3,384 New
Carson Wealth (CWM LLC)
649
Carson Wealth (CWM LLC)
Nebraska
$334K
SDWIA
650
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$330K +$284K +3,336 New