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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
726
TCV Trust & Wealth Management
Virginia
$563K
OFS
727
OneAscent Financial Services
Alabama
$560K +$564K +3,456 New
Jones Financial Companies
728
Jones Financial Companies
Missouri
$558K +$63.8K +391 +13%
LA
729
LVW Advisors
New York
$553K +$146K +895 +36%
MC
730
Moors & Cabot
Massachusetts
$552K +$27.6K +169 +5%
SDWIA
731
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$540K
AP
732
Americana Partners
Texas
$540K +$96.3K +590 +21%
1832 Asset Management
733
1832 Asset Management
Ontario, Canada
$534K -$214M -1,312,344 -100%
DHFB
734
Dixon Hubard Feinour & Brown
Virginia
$531K
LSA
735
Leonteq Securities AG
Switzerland
$530K +$333K +2,041 +166%
AC
736
Abbrea Capital
California
$528K
CG
737
Caprock Group
Idaho
$527K +$16K +98 +3%
SIM
738
Sentry Investment Management
Wisconsin
$527K +$525K +3,215 +8,689%
PFA
739
Paradigm Financial Advisors
Missouri
$522K
JC
740
JBF Capital
Colorado
$518K -$49K -300 -9%
FHB
741
First Hawaiian Bank
Hawaii
$517K +$8.48K +52 +2%
PCS
742
Personal CFO Solutions
New Jersey
$510K -$6.85K -42 -1%
IWC
743
Integrated Wealth Concepts
Massachusetts
$510K +$513K +3,146 New
BL
744
Balentine LLC
Georgia
$509K +$513K +3,144 New
PG
745
Proffitt & Goodson
Tennessee
$505K +$2.12K +13 +0.4%
KA
746
Kovack Advisors
Florida
$505K +$82.4K +505 +19%
FANJ
747
Financial Architects (New Jersey)
New Jersey
$500K -$332K -2,035 -40%
CT
748
Columbia Trust
Oregon
$492K
BCM
749
Bayesian Capital Management
New York
$486K -$1.24M -7,624 -72%
HFM
750
Hartford Financial Management
Connecticut
$486K