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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
726
Carson Wealth (CWM LLC)
Nebraska
$58K +$13.2K +162 +30%
GBT
727
Grove Bank & Trust
Florida
$54K +$27.6K +340 +108%
DAM
728
Delta Asset Management
Tennessee
$52K
SFG
729
SevenBridge Financial Group
Pennsylvania
$51K
IWM
730
IHT Wealth Management
Illinois
$49K +$18.4K +226 +141%
SBL
731
Sargent Bickham Lagudis
Colorado
$45K
VWA
732
V Wealth Advisors
Kansas
$44K +$43.1K +530 New
WOC
733
West Oak Capital
California
$43K -$19.3K -238 -31%
GAM
734
Gemmer Asset Management
California
$43K
UWPG
735
Ullmann Wealth Partners Group
Florida
$42K
YWP
736
YorkBridge Wealth Partners
New York
$41K
DSC
737
Duncker Streett & Co
Missouri
$40K
MIC
738
MU Investments Company
Japan
$39K -$9.75K -120 -20%
CT
739
Clearstead Trust
Maine
$39K +$38.4K +473 New
MAM
740
Magellan Asset Management
Australia
$38K +$14.6K +180 +65%
PMFA
741
Plante Moran Financial Advisors
Michigan
$37K
JAM
742
Jolley Asset Management
North Carolina
$36K
WPA
743
West Paces Advisors
Georgia
$34.1K
DOA
744
D'Orazio & Associates
Virginia
$34K +$16.3K +201 +96%
AIM
745
Acrospire Investment Management
Illinois
$33K -$16.3K -200 -33%
OSNBOA
746
Old Second National Bank of Aurora
Illinois
$33K
FFC
747
First Financial Corp
Indiana
$27K
FC
748
Ferris Capital
Massachusetts
$27K +$26.2K +322 New
HCC
749
Hirtle Callaghan & Co
Pennsylvania
$26K -$6.01K -74 -20%
GWS
750
Glassman Wealth Services
Virginia
$25K -$16.3K -200 -40%