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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
751
Chas P. Smith & Associates (CPS)
Florida
$245K -$1.17K -11 -0.4%
SIM
752
Sentry Investment Management
Wisconsin
$242K -$22.6K -212 -7%
NCG
753
Newport Capital Group
New Jersey
$240K +$260K +2,441 New
GA
754
Greenspring Advisors
Maryland
$238K -$2.02K -19 -0.7%
BOTW
755
Bank of the West
California
$238K
KeyBank National Association
756
KeyBank National Association
Ohio
$237K -$32.8K -308 -11%
ECM
757
Evergreen Capital Management
Washington
$236K -$43.9K -412 -14%
MVA
758
Mount Vernon Associates
Maryland
$235K
AFS
759
Axiom Financial Strategies
Indiana
$235K +$26.8K +252 +11%
ACM
760
AlphaCrest Capital Management
New York
$233K -$2.45M -23,003 -90%
SFP
761
Sweet Financial Partners
Minnesota
$233K
GAA
762
Global Assets Advisory
Florida
$232K +$233K +2,191 New
MA
763
MCF Advisors
Kentucky
$230K -$12.4K -116 -4%
MIM
764
Manitou Investment Management
Ontario, Canada
$230K
SVWAG
765
Sound View Wealth Advisors Group
Georgia
$230K +$3.62K +34 +1%
AL
766
Aspiriant LLC
California
$229K +$745 +7 +0.3%
NFSG
767
Newbridge Financial Services Group
Florida
$229K +$5.75K +54 +2%
LNC
768
Lincoln National Corp
Pennsylvania
$229K +$265K +2,490 New
Carson Wealth (CWM LLC)
769
Carson Wealth (CWM LLC)
Nebraska
$226K -$35.5K -333 -12%
MOS
770
MGO One Seven
Ohio
$225K -$13.8K -130 -5%
CA
771
Continuum Advisory
Idaho
$225K -$426 -4 -0.2%
SG
772
StoneX Group
New York
$225K +$1.81K +17 +0.7%
SFO
773
Stokes Family Office
Louisiana
$224K -$24.6K -231 -9%
AWM
774
Avitas Wealth Management
California
$224K +$2.13K +20 +0.8%
JF
775
Joule Financial
Kentucky
$224K +$25.2K +237 +11%