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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
726
Gladstone Institutional Advisory
Florida
$267K -$3.56K -34 -1%
SIG
727
Stonegate Investment Group
Alabama
$267K +$291K +2,776 New
ACI
728
Alpha Cubed Investments
California
$265K -$185K -1,763 -39%
Jones Financial Companies
729
Jones Financial Companies
Missouri
$265K -$2.62K -25 -0.9%
IIC
730
Integrated Investment Consultants
Michigan
$263K -$19.8K -189 -6%
CW
731
CreativeOne Wealth
Kansas
$262K -$17.5K -167 -6%
WP
732
WealthSource Partners
California
$262K +$6.18K +59 +2%
SPC
733
Sigma Planning Corp
Michigan
$261K -$339K -3,239 -54%
AL
734
Aspiriant LLC
California
$260K
SPA
735
Sherbrooke Park Advisers
New York
$260K +$283K +2,700 New
RTC
736
Riverview Trust Company
Washington
$258K -$5.13K -49 -2%
CWM
737
Cornerstone Wealth Management
Missouri
$257K +$280K +2,674 New
VFP
738
Verus Financial Partners
Virginia
$257K -$12.1K -116 -4%
JWCA
739
J.W. Cole Advisors
Florida
$256K +$33.2K +317 +14%
CPSAC
740
Chas P. Smith & Associates (CPS)
Florida
$255K
CII
741
Capital International Inc
California
$252K -$11.5K -110 -4%
SB
742
Sunflower Bank
Texas
$249K -$24K -229 -8%
CCA
743
Checchi Capital Advisers
California
$248K -$10.3K -98 -4%
1IA
744
1834 Investment Advisors
Wisconsin
$244K +$266K +2,539 New
CAMV
745
Concord Asset Management (Virginia)
Virginia
$244K +$266K +2,538 New
NFSG
746
Newbridge Financial Services Group
Florida
$244K -$314 -3 -0.1%
SFO
747
Stokes Family Office
Louisiana
$241K +$1.57K +15 +0.6%
LAM
748
Lountzis Asset Management
Pennsylvania
$241K +$263K +2,509 New
NP
749
NorthRock Partners
Minnesota
$238K +$259K +2,477 New
MVA
750
Mount Vernon Associates
Maryland
$236K