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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
Clearstead Advisors
Ohio
$313K +$4.33K +32 +1%
PWM
827
Power Wealth Management
Georgia
$310K +$282K +2,082 New
BP
828
Ballentine Partners
Massachusetts
$308K +$32.1K +237 +13%
Verition Fund Management
829
Verition Fund Management
Connecticut
$307K -$69.2K -511 -20%
PA
830
Probity Advisors
Texas
$307K -$33.7K -249 -11%
SGK
831
Steigerwald Gordon & Koch
Virginia
$307K
FMLI
832
Fukoku Mutual Life Insurance
Japan
$306K -$110K -811 -28%
SYBT
833
Stock Yards Bank & Trust
Kentucky
$305K
CFG
834
Carr Financial Group
Massachusetts
$304K +$276K +2,041 New
IA
835
IFP Advisors
Florida
$303K +$121K +897 +79%
RBC
836
Romano Brothers & Co
Illinois
$302K
SPC
837
Sigma Planning Corp
Michigan
$301K +$14.5K +107 +6%
GA
838
Greenspring Advisors
Maryland
$300K
DA
839
Doliver Advisors
Texas
$300K
UAS
840
United Asset Strategies
New York
$298K
1W
841
1776 Wealth
Georgia
$298K
ERWM
842
Elk River Wealth Management
Colorado
$298K
LFA
843
Legacy Financial Advisors
Kentucky
$297K +$17.1K +126 +7%
MWM
844
Marion Wealth Management
Pennsylvania
$297K -$50.5K -373 -16%
KP
845
Keel Point
Alabama
$295K +$16.9K +125 +7%
PWPS
846
Pinnacle Wealth Planning Services
Ohio
$295K -$3.25K -24 -1%
CIA
847
Choate Investment Advisors
Massachusetts
$294K -$1.21M -8,925 -82%
CIM
848
CIM Investment Management
Pennsylvania
$293K
FFA
849
Farther Finance Advisors
California
$293K -$26.8K -198 -9%
CIA
850
Capital Investment Advisors
Georgia
$291K +$6.91K +51 +3%