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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AL
751
Aspiriant LLC
California
$251K +$21.3K +217 +9%
CCA
752
Checchi Capital Advisers
California
$249K -$85.4K -869 -24%
SS
753
Simplicity Solutions
Minnesota
$248K -$14.3K -145 -5%
WP
754
WealthSource Partners
California
$248K +$98 +1 +0%
CPSAC
755
Chas P. Smith & Associates (CPS)
Florida
$247K
DA
756
Doliver Advisors
Texas
$246K -$5.6K -57 -2%
GLA
757
Great Lakes Advisors
Illinois
$243K -$4.09M -41,564 -94%
OTL
758
Oak Thistle LLC
New York
$243K +$257K +2,609 New
BOTW
759
Bank of the West
California
$240K
V
760
ViaWealth
Kansas
$240K +$242K +2,458 New
SIM
761
Sentry Investment Management
Wisconsin
$237K -$7.08K -72 -3%
NFSG
762
Newbridge Financial Services Group
Florida
$236K +$5.21K +53 +2%
KeyBank National Association
763
KeyBank National Association
Ohio
$233K -$6.19K -63 -2%
MOS
764
MGO One Seven
Ohio
$233K +$5.7K +58 +2%
MA
765
MCF Advisors
Kentucky
$233K +$787 +8 +0.3%
MIM
766
Manitou Investment Management
Ontario, Canada
$232K
SFO
767
Stokes Family Office
Louisiana
$232K +$6K +61 +3%
VFA
768
Valeo Financial Advisors
Indiana
$231K +$245K +2,490 New
SSG
769
Summit Securities Group
New York
$231K +$18.2K +185 +8%
EI
770
Ellevest Inc
New York
$231K -$24.3K -247 -9%
SCM
771
Shelton Capital Management
Colorado
$231K -$2.12M -21,600 -90%
PWM
772
Perigon Wealth Management
California
$230K +$243K +2,472 New
MG
773
Marex Group
$230K +$243K +2,469 New
MVA
774
Mount Vernon Associates
Maryland
$228K -$9.83K -100 -4%
MWM
775
Marion Wealth Management
Pennsylvania
$225K +$15.5K +158 +7%