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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
WP
776
WMS Partners
Maryland
$237K
MWM
777
Marion Wealth Management
Pennsylvania
$236K
CIA
778
Capital Investment Advisors
Georgia
$236K +$244 +2 +0.1%
RWM
779
Ritholtz Wealth Management
New York
$236K +$63.8K +522 +30%
BHBT
780
Burke & Herbert Bank & Trust
Virginia
$235K
ZB
781
Zions Bancorporation
Utah
$234K -$6.48K -53 -2%
RE
782
RBC Europe
United Kingdom
$234K
FFG
783
Fortem Financial Group
California
$233K -$91.3K -747 -25%
CWM
784
Circle Wealth Management
New Jersey
$233K +$122 +1 +0%
RBFC
785
Roman Butler Fullerton & Co
Missouri
$231K +$367 +3 +0.1%
CLOS
786
Compagnie Lombard Odier SCmA
Switzerland
$230K
JF
787
Joule Financial
Kentucky
$229K +$268K +2,194 New
KA
788
Kovack Advisors
Florida
$228K -$9.78K -80 -4%
BHC
789
Bowen Hanes & Co
Florida
$227K
PTC
790
Petrus Trust Company
Texas
$226K +$265K +2,171 New
ISL
791
Ingalls & Snyder LLC
New York
$225K
FT
792
Fiduciary Trust
Massachusetts
$225K +$4.28K +35 +2%
BL
793
Balentine LLC
Georgia
$224K -$118K -964 -31%
HAS
794
HBW Advisory Services
California
$224K -$17.1K -140 -6%
Los Angeles Capital Management
795
Los Angeles Capital Management
California
$223K -$37.1M -303,505 -99%
CWA
796
Carolina Wealth Advisors
South Carolina
$223K +$43.3K +354 +20%
FF
797
FourThought Financial
Florida
$222K -$5.01K -41 -2%
AWCI
798
Alpine Woods Capital Investors
New York
$220K
JWCA
799
J.W. Cole Advisors
Florida
$217K +$21.9K +179 +9%
EI
800
Ellevest Inc
New York
$216K -$67K -548 -21%