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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
676
Western Wealth Management
Colorado
$592K +$28.5K +203 +5%
CF
677
Convergence Financial
Missouri
$588K +$596K +4,250 New
SLI
678
Sumitomo Life Insurance
Japan
$587K -$80.9K -577 -12%
KeyBank National Association
679
KeyBank National Association
Ohio
$586K +$73.7K +525 +14%
UB
680
UMB Bank
Missouri
$583K +$1.82K +13 +0.3%
AAG
681
Armstrong Advisory Group
Massachusetts
$576K +$3.37K +24 +0.6%
FTWA
682
Fifth Third Wealth Advisors
Ohio
$575K +$582K +4,150 New
SWS
683
SYSTM Wealth Solutions
Illinois
$574K +$9.12K +65 +2%
SFI
684
Siemens Fonds Invest
Germany
$571K +$12.8K +91 +2%
PFBT
685
Parkside Financial Bank & Trust
Missouri
$570K +$421 +3 +0.1%
BRWA
686
B. Riley Wealth Advisors
Florida
$569K -$287K -2,043 -33%
SIA
687
Soltis Investment Advisors
Utah
$565K -$4.7M -33,514 -89%
SFP
688
Sweet Financial Partners
Minnesota
$558K
AIP
689
Ameritas Investment Partners
Nebraska
$557K -$13.2K -94 -2%
QCM
690
Qsemble Capital Management
New York
$557K +$564K +4,020 New
LSAG
691
Lake Street Advisors Group
New Hampshire
$556K +$7.16K +51 +1%
RIA
692
Richwood Investment Advisors
Ohio
$555K
RWB
693
RMR Wealth Builders
New Jersey
$554K
NP
694
NorthRock Partners
Minnesota
$553K -$27.4K -195 -5%
CI
695
Cigna Investments
Connecticut
$549K -$4.77K -34 -0.8%
PWW
696
Pettyjohn Wood & White
Virginia
$548K -$249K -1,775 -31%
SC
697
Syon Capital
California
$547K +$10.7K +76 +2%
GIM
698
Greylin Investment Management
Virginia
$546K -$109K -775 -16%
CTC
699
Central Trust Company
Missouri
$543K -$1.12K -8 -0.2%
SPA
700
Sherbrooke Park Advisers
New York
$540K +$548K +3,903 New