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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
MVA
701
Mount Vernon Associates
Maryland
$293K -$69.3K -712 -19%
GRP
702
Global Retirement Partners
California
$291K
SFG
703
Summit Financial Group
West Virginia
$291K
BRWA
704
B. Riley Wealth Advisors
Florida
$291K +$37K +380 +14%
BJL
705
Brighton Jones LLC
Washington
$289K +$584 +6 +0.2%
AC
706
Alexandria Capital
Virginia
$279K
BHBT
707
Burke & Herbert Bank & Trust
Virginia
$278K
PP
708
Prudential plc
United Kingdom
$273K +$10.8K +111 +4%
CPP
709
Crow Point Partners
Massachusetts
$269K +$275K +2,831 New
AC
710
Addison Capital
Pennsylvania
$268K +$97 +1 +0%
Qube Research & Technologies (QRT)
711
Qube Research & Technologies (QRT)
United Kingdom
$268K +$261K +2,683 +1,863%
PCM
712
Pointe Capital Management
Michigan
$266K +$273K +2,806 New
BIAS
713
Beacon Investment Advisory Services
New Jersey
$265K +$681 +7 +0.3%
PCMC
714
Paragon Capital Management (Colorado)
Colorado
$261K -$7.29K -75 -3%
GCAC
715
Guardian Capital Advisors (Canada)
Ontario, Canada
$260K +$4.86K +50 +2%
HFM
716
Harvest Fund Management
China
$258K
BCM
717
Bayesian Capital Management
New York
$258K +$264K +2,719 New
SS
718
Simplicity Solutions
Minnesota
$257K -$51.8K -533 -16%
AC
719
Abbrea Capital
California
$253K +$12.2K +125 +5%
KC
720
KHP Capital
Oklahoma
$252K +$52K +535 +25%
BHWM
721
Bar Harbor Wealth Management
New Hampshire
$251K -$3.89K -40 -1%
CWM
722
Chesapeake Wealth Management
Virginia
$250K -$22.9K -235 -8%
CA
723
Clearstead Advisors
Ohio
$250K +$681 +7 +0.3%
PTC
724
Private Trust Company
Ohio
$248K -$56K -576 -18%
CCB
725
Cutter & Co Brokerage
Missouri
$248K +$3.21K +33 +1%