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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
IGAM
701
iA Global Asset Management
Quebec, Canada
$814K +$790K +4,563 New
AWS
702
Aspen Wealth Strategies
Colorado
$812K +$30.5K +176 +4%
IIC
703
Integrated Investment Consultants
Michigan
$804K -$97.8K -565 -11%
NW
704
NewEdge Wealth
Pennsylvania
$801K +$293K +1,691 +60%
TAM
705
Trust Asset Management
Texas
$796K
SIA
706
Soltis Investment Advisors
Utah
$796K +$23.9K +138 +3%
SIG
707
Sky Investment Group
Connecticut
$794K -$4.33K -25 -0.6%
MPIA
708
Mountain Pacific Investment Advisers
Idaho
$793K
Fidelity International
709
Fidelity International
Bermuda
$791K +$103K +595 +15%
ECM
710
Evergreen Capital Management
Washington
$785K +$7.1K +41 +0.9%
ACA
711
Atlas Capital Advisors
Wyoming
$768K +$332K +1,918 +80%
AIA
712
Angeles Investment Advisors
California
$763K -$5.37K -31 -0.7%
WSFS
713
Wilmington Savings Fund Society
Delaware
$759K +$21.3K +123 +3%
WWM
714
Western Wealth Management
Colorado
$758K +$23.5K +136 +3%
FCP
715
Fidelis Capital Partners
Florida
$756K +$16.8K +97 +3%
PA
716
Promethium Advisors
Maryland
$749K -$6.58K -38 -0.9%
STA
717
Summit Trail Advisors
New York
$748K +$278K +1,603 +62%
PCS
718
Personal CFO Solutions
New Jersey
$742K +$111K +644 +18%
PFBT
719
Parkside Financial Bank & Trust
Missouri
$739K +$3.12K +18 +0.4%
CA
720
Continuum Advisory
Idaho
$736K +$38.1K +220 +6%
SLI
721
Sumitomo Life Insurance
Japan
$735K -$27.5K -159 -4%
SFI
722
Siemens Fonds Invest
Germany
$734K
BP
723
Ballentine Partners
Massachusetts
$734K +$31.3K +181 +5%
FFA
724
Farther Finance Advisors
California
$730K +$247K +1,424 +53%
QWP
725
Quotient Wealth Partners
Texas
$728K -$109K -630 -13%