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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
801
Empower Advisory Group
Colorado
$565K +$5.29K +28 +0.9%
TI
802
tru Independence
Oregon
$564K +$7.18K +38 +1%
ACA
803
Atlas Capital Advisors
Wyoming
$558K -$225K -1,191 -28%
CCA
804
Checchi Capital Advisers
California
$557K +$9.45K +50 +2%
PWM
805
Perigon Wealth Management
California
$551K -$6.8K -36 -1%
BOS
806
Bank of Stockton
California
$550K -$24.9K -132 -4%
KLCM
807
KG&L Capital Management
Louisiana
$549K +$58.6K +310 +11%
JIC
808
Joel Isaacson & Co
New York
$542K
WPWM
809
Western Pacific Wealth Management
Illinois
$541K -$76.5K -405 -12%
CSI
810
Cross Staff Investments
New York
$538K
HFM
811
Hartford Financial Management
Connecticut
$538K
GFP
812
Gryphon Financial Partners
Ohio
$538K +$8.69K +46 +2%
EWA
813
EP Wealth Advisors
California
$536K -$92.4K -489 -14%
OHWP
814
Oak Harbor Wealth Partners
North Carolina
$536K +$564K +2,987 New
SAM
815
Silvercrest Asset Management
New York
$530K +$76.7K +406 +16%
S
816
SimplyRich
California
$526K
JCM
817
Jacobi Capital Management
Pennsylvania
$526K +$944 +5 +0.2%
LS
818
Livforsakringsbolaget Skandia
Sweden
$525K
Bank Julius Baer & Co
819
Bank Julius Baer & Co
Switzerland
$524K +$411K +2,176 +291%
AL
820
Aspiriant LLC
California
$522K +$12.7K +67 +2%
AUB
821
Atlantic Union Bankshares
Virginia
$521K
FB
822
Fulton Bank
Pennsylvania
$519K -$24.6K -130 -4%
WWM
823
Waterway Wealth Management
Texas
$516K -$35.9K -190 -6%
FSA
824
Financial Security Advisor
Virginia
$515K -$7.56K -40 -1%
BOH
825
Bank of Hawaii
Hawaii
$512K +$539K +2,855 New