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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
626
Richwood Investment Advisors
Ohio
$468K -$12.8K -128 -3%
SWS
627
SYSTM Wealth Solutions
Illinois
$468K +$127K +1,267 +42%
DPIM
628
Duff & Phelps Investment Management
Illinois
$466K
LFA
629
LGT Financial Advisors
Texas
$465K
CTC
630
Central Trust Company
Missouri
$460K +$118K +1,175 +39%
QCG
631
Quadrant Capital Group
Ohio
$458K -$7.61K -76 -2%
MC
632
Moors & Cabot
Massachusetts
$456K -$35.3K -353 -8%
DI
633
DFPG Investments
Utah
$456K +$387K +3,863 New
CWP
634
Concord Wealth Partners
Virginia
$453K +$182K +1,813 +78%
SFA
635
Sequoia Financial Advisors
Ohio
$448K +$33.1K +331 +9%
Carson Wealth (CWM LLC)
636
Carson Wealth (CWM LLC)
Nebraska
$442K -$51.1K -510 -11%
SFP
637
Sweet Financial Partners
Minnesota
$441K
P
638
Pitcairn
Pennsylvania
$440K -$25.6K -256 -6%
Two Sigma Advisers
639
Two Sigma Advisers
New York
$437K -$1.99M -19,900 -83%
RWB
640
RMR Wealth Builders
New Jersey
$437K
FNT
641
First National Trust
Pennsylvania
$434K -$27.3K -273 -6%
IC
642
IEQ Capital
California
$433K -$75.2K -751 -16%
WWM
643
Western Wealth Management
Colorado
$431K -$18.9K -189 -5%
TCM
644
Teza Capital Management
Illinois
$431K +$394K +3,940 New
WMS
645
Wealth Management Solutions
Pennsylvania
$428K +$2.3K +23 +0.6%
GFP
646
Gryphon Financial Partners
Ohio
$426K -$64.4K -643 -14%
LC
647
Lindbrook Capital
California
$425K +$30.4K +304 +8%
AWM
648
Axxcess Wealth Management
California
$425K +$79.8K +797 +26%
PTP
649
Platform Technology Partners
New York
$424K +$701 +7 +0.2%
PTC
650
Private Trust Company
Ohio
$419K +$11.9K +119 +3%