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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
676
Sequoia Financial Advisors
Ohio
$365K +$95.2K +968 +33%
HIA
677
Harbor Investment Advisory
Maryland
$365K -$32.5K -331 -8%
MCCP
678
Mission Creek Capital Partners
California
$362K -$11.8K -120 -3%
WMS
679
Wealth Management Solutions
Pennsylvania
$359K +$2.26K +23 +0.6%
JIC
680
Johnson Investment Counsel
Ohio
$353K -$58.1K -591 -13%
LWM
681
Lyell Wealth Management
California
$351K -$983 -10 -0.3%
CWM
682
Concentric Wealth Management
California
$350K +$5.9K +60 +2%
PTP
683
Platform Technology Partners
New York
$349K -$4.13K -42 -1%
PCM
684
Pointe Capital Management
Michigan
$348K +$148K +1,506 +67%
PMEF
685
Point72 Middle East FZE
United Arab Emirates
$346K +$366K +3,724 New
AC
686
ASB Consultores
Florida
$346K -$7.28K -74 -2%
PA
687
Parallel Advisors
California
$345K -$46K -468 -11%
PCA
688
Personal Capital Advisors
California
$343K +$2.46K +25 +0.7%
CWM
689
Circle Wealth Management
New Jersey
$343K +$147K +1,493 +68%
RT
690
Rockland Trust
Massachusetts
$339K +$94.4K +960 +36%
TA
691
Tectonic Advisors
Texas
$337K +$75.6K +769 +27%
SA
692
Syntax Advisors
New York
$337K +$25.4K +258 +8%
VCG
693
Vantage Consulting Group
Virginia
$337K +$25.4K +258 +8%
CI
694
Conning Inc
Connecticut
$335K
Carson Wealth (CWM LLC)
695
Carson Wealth (CWM LLC)
Nebraska
$331K +$109K +1,108 +45%
GCM
696
Gallacher Capital Management
Colorado
$330K +$349K +3,551 New
NA
697
NewEdge Advisors
Louisiana
$330K +$5.21K +53 +1%
HW
698
Hancock Whitney
Mississippi
$327K -$13.7K -139 -4%
AP
699
Americana Partners
Texas
$317K
QCG
700
Quadrant Capital Group
Ohio
$315K -$20.4K -208 -6%