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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Circle Wealth Management
New Jersey
$508K +$135 +1 +0%
IIC
702
Integrated Investment Consultants
Michigan
$507K +$230K +1,699 +100%
GFP
703
Gryphon Financial Partners
Ohio
$506K -$19.2K -142 -4%
DAS
704
Diversify Advisory Services
Utah
$504K +$470K +3,469 New
VVP
705
Venture Visionary Partners
Ohio
$504K -$1.76K -13 -0.4%
SIG
706
Stonegate Investment Group
Alabama
$500K +$15.8K +117 +4%
FNT
707
First National Trust
Pennsylvania
$500K -$10.2K -75 -2%
FCP
708
Fidelis Capital Partners
Florida
$499K +$203K +1,502 +81%
SDWIA
709
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$497K
Balyasny Asset Management
710
Balyasny Asset Management
Illinois
$492K +$448K +3,305 New
HW
711
Hancock Whitney
Mississippi
$491K -$14.4K -106 -3%
PCS
712
Personal CFO Solutions
New Jersey
$485K -$11.9K -88 -3%
FSA
713
Financial Security Advisor
Virginia
$485K +$10.2K +75 +2%
LNC
714
Lincoln National Corp
Pennsylvania
$484K +$58.1K +429 +15%
DIS
715
Diversified Investment Strategies
Louisiana
$480K
AL
716
Aspiriant LLC
California
$479K +$19.8K +146 +5%
EIP
717
Epoch Investment Partners
New York
$478K -$8.53K -63 -2%
IAIM
718
International Assets Investment Management
Florida
$477K -$7.82M -57,755 -95%
BJL
719
Brighton Jones LLC
Washington
$476K +$87.8K +648 +25%
ISL
720
Ingalls & Snyder LLC
New York
$475K
MM
721
MQS Management
New York
$473K +$145K +1,069 +51%
GTAM
722
Global Trust Asset Management
Florida
$473K -$1.35K -10 -0.3%
XF
723
XML Financial
Maryland
$472K +$406 +3 +0.1%
AUB
724
Atlantic Union Bankshares
Virginia
$472K
CA
725
Continuum Advisory
Idaho
$472K +$448K +3,310 New