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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
751
Beacon Pointe Advisors
California
$483K -$236K -1,447 -33%
KWM
752
Kingsview Wealth Management
Oregon
$481K +$2.12K +13 +0.4%
GA
753
Gateway Advisory
New Jersey
$481K +$10.3K +63 +2%
S
754
SimplyRich
California
$476K
QCG
755
Quadrant Capital Group
Ohio
$476K +$5.06K +31 +1%
CA
756
Clearstead Advisors
Ohio
$475K +$79.6K +488 +20%
PCM
757
Pointe Capital Management
Michigan
$474K +$8.32K +51 +2%
CCA
758
Checchi Capital Advisers
California
$471K +$22.8K +140 +5%
JIC
759
Johnson Investment Counsel
Ohio
$469K
IA
760
IFP Advisors
Florida
$468K -$5.09M -31,212 -92%
AWA
761
Arkadios Wealth Advisors
Georgia
$465K -$145K -889 -24%
CMBA
762
C.M. Bidwell & Associates
Hawaii
$462K -$28.7K -176 -6%
CA
763
CGN Advisors
Kansas
$460K +$2.45K +15 +0.5%
OPS
764
Orion Portfolio Solutions
Nebraska
$459K +$54.7K +335 +13%
MYIA
765
Mount Yale Investment Advisors
Colorado
$456K +$55.8K +342 +14%
Lido Advisors
766
Lido Advisors
California
$446K +$7.18K +44 +2%
WIS
767
Wright Investors Service
Connecticut
$445K -$3.22M -19,751 -88%
BOTW
768
Bank of the West
California
$445K
RTC
769
Riverview Trust Company
Washington
$443K
CW
770
CreativeOne Wealth
Kansas
$443K +$11.3K +69 +3%
DA
771
Doliver Advisors
Texas
$438K -$4.08K -25 -0.9%
CFG
772
Citizens Financial Group
Rhode Island
$435K -$73.3K -449 -14%
MWP
773
MYCIO Wealth Partners
Pennsylvania
$434K -$59.1K -362 -12%
TFA
774
Trinity Financial Advisors
Ohio
$432K -$178K -1,092 -29%
EGM
775
Engineers Gate Manager
New York
$431K -$140K -855 -24%