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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
776
Callan Family Office
Pennsylvania
$233K -$1.38M -13,824 -87%
MA
777
MCF Advisors
Kentucky
$232K +$501 +5 +0.2%
WP
778
WMS Partners
Maryland
$231K -$1.1K -11 -0.5%
KA
779
Kovack Advisors
Florida
$230K -$3K -30 -1%
CA
780
Clearstead Advisors
Ohio
$230K -$10.3K -103 -5%
PCP
781
Proficio Capital Partners
Massachusetts
$227K +$208K +2,074 New
SGK
782
Steigerwald Gordon & Koch
Virginia
$225K +$206K +2,060 New
LIP
783
Lighthouse Investment Partners
Florida
$224K +$205K +2,049 New
Los Angeles Capital Management
784
Los Angeles Capital Management
California
$223K -$591K -5,900 -74%
GFS
785
GYL Financial Synergies
Connecticut
$222K +$204K +2,033 New
CIM
786
CIM Investment Management
Pennsylvania
$221K +$203K +2,023 New
WAM
787
WNY Asset Management
New York
$221K +$202K +2,020 New
GA
788
Greenspring Advisors
Maryland
$221K -$96.5K -964 -32%
KP
789
Keel Point
Alabama
$220K +$202K +2,015 New
FH
790
FWG Holdings
Florida
$219K +$190K +1,900 New
MCM
791
Magnolia Capital Management
New York
$219K
EWS
792
Evergreen Wealth Solutions
Pennsylvania
$219K +$200K +2,001 New
UAS
793
United Asset Strategies
New York
$219K +$200K +2,001 New
1W
794
1776 Wealth
Georgia
$219K +$200K +2,000 New
ERWM
795
Elk River Wealth Management
Colorado
$219K +$200K +2,000 New
LAM
796
L2 Asset Management
Massachusetts
$218K +$398K +3,976 New
FT
797
Fiduciary Trust
Massachusetts
$217K -$17.3K -173 -8%
MW
798
Marcum Wealth
Ohio
$215K +$197K +1,963 New
LFA
799
Legacy Financial Advisors
Kentucky
$214K +$196K +1,957 New
MCC
800
Money Concepts Capital
Florida
$213K +$195K +1,948 New