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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
701
Sandy Spring Bank
Maryland
$241K
BHBT
702
Burke & Herbert Bank & Trust
Virginia
$239K
FSC
703
Full Sail Capital
Oklahoma
$236K -$408K -5,016 -63%
WGA
704
Weather Gauge Advisory
Virginia
$235K
BWAM
705
Boyd Watterson Asset Management
Ohio
$234K -$24.7K -304 -10%
Fayez Sarofim & Co
706
Fayez Sarofim & Co
Texas
$231K +$230K +2,824 New
KWM
707
Kingsview Wealth Management
Oregon
$227K -$20.7K -255 -8%
AC
708
Alexandria Capital
Virginia
$226K
SS
709
Simplicity Solutions
Minnesota
$223K +$221K +2,724 New
LBC
710
Lowe Brockenbrough & Co
Virginia
$221K +$220K +2,701 New
AC
711
Addison Capital
Pennsylvania
$218K -$7.23K -89 -3%
AIM
712
Axiom Investment Management
New York
$217K +$217K +2,670 New
SMFS
713
Squar Milner Financial Services
California
$216K
BIAS
714
Beacon Investment Advisory Services
New Jersey
$215K -$4.31K -53 -2%
HF
715
HRT Financial
New York
$215K +$214K +2,637 New
Lido Advisors
716
Lido Advisors
California
$214K +$214K +2,627 New
CGL
717
Clarius Group LLC
Washington
$210K +$209K +2,566 New
RBFC
718
Roman Butler Fullerton & Co
Missouri
$204K +$203K +2,497 New
Wolverine Trading
719
Wolverine Trading
Illinois
$201K -$204K -2,513 -51%
CA
720
Clearstead Advisors
Ohio
$200K +$199K +2,444 New
CWM
721
Chesapeake Wealth Management
Virginia
$200K +$199K +2,454 New
PGAM
722
Princeton Global Asset Management
New Jersey
$195K
WT
723
Whittier Trust
California
$193K -$54.5K -671 -22%
THWM
724
Taylor Hoffman Wealth Management
Virginia
$193K
CFG
725
CKW Financial Group
Hawaii
$188K