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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
GT
676
Glenview Trust
Kentucky
$907K -$173 -1 -0%
UIM
677
Unified Investment Management
Georgia
$896K +$870K +5,024 New
A
678
AlphaQuest
New York
$894K -$1.74M -10,068 -67%
CHC
679
City Holding Co
West Virginia
$893K +$11.3K +65 +1%
JC
680
JBF Capital
Colorado
$892K -$519K -3,000 -38%
SACTSONJ
681
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$892K
PIM
682
Plato Investment Management
Australia
$891K -$93.8K -542 -10%
RWP
683
RWA Wealth Partners
Massachusetts
$887K +$861K +4,974 New
IAIM
684
International Assets Investment Management
Florida
$885K +$127M +732,855 New
MCC
685
Malaga Cove Capital
California
$882K
FTWA
686
Fifth Third Wealth Advisors
Ohio
$881K +$40.5K +234 +5%
CPWA
687
Cerro Pacific Wealth Advisors
California
$878K +$11.1K +64 +1%
ATPW
688
Ashton Thomas Private Wealth
Arizona
$875K -$108K -625 -11%
KeyBank National Association
689
KeyBank National Association
Ohio
$869K +$16.3K +94 +2%
CIS
690
Capital International Sarl
California
$869K +$26.5K +153 +3%
BTWM
691
Baker Tilly Wealth Management
Wisconsin
$860K +$86.6K +500 +12%
IIM
692
Intact Investment Management
Quebec, Canada
$856K +$339K +1,960 +69%
FTUS
693
Flow Traders U.S.
New York
$850K +$825K +4,765 New
MWM
694
Modern Wealth Management
Kansas
$847K +$77.4K +447 +10%
SHA
695
Seneca House Advisors
Virginia
$847K +$173 +1 +0%
MOS
696
MGO One Seven
Ohio
$845K +$382K +2,205 +87%
UCI
697
Uncommon Cents Investing
Wisconsin
$844K -$34.6K -200 -4%
CW
698
CreativeOne Wealth
Kansas
$836K +$450K +2,599 +125%
SF
699
Summit Financial
New Jersey
$833K +$87.9K +508 +12%
NRS
700
Neville Rodie & Shaw
New York
$814K