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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
726
TRUE Private Wealth Advisors
Oregon
$245K +$10.3K +106 +4%
DA
727
Doliver Advisors
Texas
$243K +$249K +2,560 New
SRAM
728
Stone Ridge Asset Management
New York
$240K
TRCT
729
Tower Research Capital (TRC)
New York
$239K -$1.85M -18,969 -88%
ST
730
Spinnaker Trust
Maine
$239K +$8.75K +90 +4%
SFS
731
Sowell Financial Services
Arkansas
$237K -$14K -144 -5%
CCM
732
Check Capital Management
California
$237K
SBSB
733
Sullivan, Bruyette, Speros & Blaney
Virginia
$237K
BP
734
Ballentine Partners
Massachusetts
$236K +$22.2K +228 +10%
DJSG
735
D.J. St. Germain
Massachusetts
$235K +$241K +2,480 New
BCWM
736
Blue Chip Wealth Management
Florida
$234K +$7.78K +80 +3%
VFA
737
Voya Financial Advisors
Connecticut
$231K -$46.1K -474 -16%
BOS
738
Bank of Stockton
California
$230K -$33.1K -340 -12%
CT
739
Clearstead Trust
Maine
$230K -$18.5K -190 -7%
Lido Advisors
740
Lido Advisors
California
$228K +$12.8K +132 +6%
KWM
741
Kingsview Wealth Management
Oregon
$228K +$234K +2,402 New
AWM
742
Altium Wealth Management
New York
$224K -$5.45K -56 -2%
BSW
743
Buckingham Strategic Wealth
Missouri
$221K +$227K +2,332 New
VRM
744
Vectors Research Management
New York
$221K +$229K +2,359 New
CFG
745
CKW Financial Group
Hawaii
$218K
FMLI
746
Fukoku Mutual Life Insurance
Japan
$218K
SFM
747
Signature Financial Management
Virginia
$218K
MFW
748
Meristem Family Wealth
Minnesota
$217K
MMHP
749
Murphy Middleton Hinkle & Parker
Georgia
$217K
PA
750
Probity Advisors
Texas
$217K +$222K +2,283 New