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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
676
Wilmington Savings Fund Society
Delaware
$619K +$589K +4,134 New
PFBT
677
Parkside Financial Bank & Trust
Missouri
$618K +$712 +5 +0.1%
PAS
678
Point72 Asia (Singapore)
Singapore
$617K +$587K +4,122 New
AAG
679
Armstrong Advisory Group
Massachusetts
$617K -$5.84K -41 -1%
SFI
680
Siemens Fonds Invest
Germany
$616K
WWM
681
Western Wealth Management
Colorado
$616K -$22.6K -159 -4%
SFP
682
Sweet Financial Partners
Minnesota
$603K
WS
683
Wedbush Securities
California
$601K -$1.47M -10,297 -72%
RWB
684
RMR Wealth Builders
New Jersey
$599K
LSAG
685
Lake Street Advisors Group
New Hampshire
$595K -$5.41K -38 -0.9%
PPWP
686
Premier Path Wealth Partners
New Jersey
$590K +$43.4K +305 +8%
BP
687
Ballentine Partners
Massachusetts
$589K +$85.6K +601 +18%
CI
688
Cigna Investments
Connecticut
$589K -$5.27K -37 -0.9%
SC
689
Syon Capital
California
$583K -$8.12K -57 -1%
PWW
690
Pettyjohn Wood & White
Virginia
$582K -$10.7K -75 -2%
NP
691
NorthRock Partners
Minnesota
$580K -$17.1K -120 -3%
AIP
692
Ameritas Investment Partners
Nebraska
$579K -$21.8K -153 -4%
RIA
693
Richwood Investment Advisors
Ohio
$578K -$20.6K -145 -4%
Fidelity International
694
Fidelity International
Bermuda
$575K +$60K +421 +12%
JF
695
Joule Financial
Kentucky
$567K -$13.2K -93 -2%
WT
696
Whittier Trust
California
$565K +$7.12K +50 +1%
FCP
697
Fidelis Capital Partners
Florida
$565K +$34.6K +243 +7%
MC
698
Moors & Cabot
Massachusetts
$558K +$1.28K +9 +0.2%
BRWA
699
B. Riley Wealth Advisors
Florida
$552K -$57.4K -403 -10%
FRA
700
Frank Rimerman Advisors
California
$549K -$15.9K -112 -3%