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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
GA
776
Greenspring Advisors
Maryland
$345K
EI
777
Ellevest Inc
New York
$344K +$76.7K +526 +25%
PCM
778
Pointe Capital Management
Michigan
$343K +$8.6K +59 +2%
AA
779
ALPS Advisors
Colorado
$343K +$30.2K +207 +9%
MA
780
MCF Advisors
Kentucky
$343K +$380K +2,609 New
Carson Wealth (CWM LLC)
781
Carson Wealth (CWM LLC)
Nebraska
$342K +$63.1K +433 +20%
RCA
782
Riverview Capital Advisers
Massachusetts
$342K +$7.73K +53 +3%
LNC
783
Lincoln National Corp
Pennsylvania
$338K -$729 -5 -0.2%
FAIM
784
Financial Advocates Investment Management
Washington
$336K -$44.5K -305 -11%
MVA
785
Mount Vernon Associates
Maryland
$335K
SFP
786
Sweet Financial Partners
Minnesota
$334K +$6.12K +42 +2%
CWP
787
CFM Wealth Partners
Texas
$334K +$371K +2,543 New
EDRH
788
Edmond de Rothschild Holding
Switzerland
$331K -$69.3K -475 -16%
SG
789
StoneX Group
New York
$330K -$5.1K -35 -1%
CFGS
790
Concourse Financial Group Securities
Alabama
$330K +$104K +710 +39%
HFM
791
Harvest Fund Management
China
$328K -$356K -2,443 -49%
SA
792
Syntax Advisors
New York
$328K +$7.29K +50 +2%
VCG
793
Vantage Consulting Group
Virginia
$328K +$7.29K +50 +2%
CFAM
794
Center For Asset Management
Florida
$325K -$98.9K -678 -21%
HC
795
Henshaw Capital
Massachusetts
$321K +$111K +763 +45%
NFSG
796
Newbridge Financial Services Group
Florida
$319K +$2.33K +16 +0.7%
Cerity Partners
797
Cerity Partners
New York
$314K -$427K -2,931 -55%
SAM
798
Silvercrest Asset Management
New York
$313K +$8.6K +59 +3%
HI
799
Humankind Investments
New York
$309K +$7.29K +50 +2%
EGA
800
E&G Advisors
Texas
$308K