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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
726
Gladstone Institutional Advisory
Florida
$2.64M +$525K +2,396 +24%
IAA
727
Independent Advisor Alliance
North Carolina
$2.63M +$68.1K +311 +3%
MIC
728
Meridian Investment Counsel
California
$2.62M +$2.7M +12,326 New
PWS
729
Peloton Wealth Strategists
Indiana
$2.62M +$71.1K +325 +3%
VT
730
Vise Technologies
New York
$2.6M +$65.7K +300 +3%
PCA
731
Peddock Capital Advisors
Massachusetts
$2.6M -$2.85K -13 -0.1%
MSE
732
MUFG Securities EMEA
United Kingdom
$2.6M -$24.1M -110,014 -90%
FPAS
733
Focus Partners Advisor Solutions
Missouri
$2.59M +$519K +2,371 +25%
VCM
734
Vision Capital Management
Oregon
$2.57M -$8.32K -38 -0.3%
PFS
735
Prospera Financial Services
Texas
$2.56M +$111K +509 +4%
Fidelity International
736
Fidelity International
Bermuda
$2.56M +$1.35M +6,171 +105%
VRM
737
Vectors Research Management
New York
$2.54M +$127K +580 +5%
PWM
738
Perigon Wealth Management
California
$2.52M +$1.29M +5,911 +99%
SAM
739
Smartleaf Asset Management
Massachusetts
$2.51M +$723K +3,301 +42%
FA
740
Fiduciary Alliance
South Carolina
$2.5M -$104K -476 -4%
DWM
741
Dynasty Wealth Management
Florida
$2.5M +$2.57M +11,750 New
3IP
742
3Chopt Investment Partners
Virginia
$2.49M -$229K -1,048 -8%
LSV Asset Management
743
LSV Asset Management
Illinois
$2.47M -$7.93M -36,210 -76%
IA
744
IFP Advisors
Florida
$2.47M +$100K +457 +4%
DWA
745
Dorsey Wright & Associates
California
$2.46M -$18.8K -86 -0.7%
KIM
746
Kestra Investment Management
Texas
$2.45M -$1.65M -7,544 -40%
SLI
747
Sumitomo Life Insurance
Japan
$2.45M -$93.5K -427 -4%
SC
748
Syon Capital
California
$2.43M +$195K +893 +8%
GRP
749
Global Retirement Partners
California
$2.43M +$182K +832 +8%
KWM
750
Kingsview Wealth Management
Oregon
$2.42M -$64.8K -296 -3%