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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PA
826
Prossimo Advisors
California
$507K +$3.97K +21 +0.7%
WA
827
Waverly Advisors
Alabama
$504K +$164K +867 +45%
FPB
828
First PREMIER Bank
South Dakota
$502K -$37.8K -200 -7%
QI
829
Qtron Investments
Massachusetts
$501K -$83.1K -440 -14%
CGPCS
830
Capital Group Private Client Services
California
$499K -$14.6M -77,379 -97%
MWM
831
Modera Wealth Management
New Jersey
$499K -$28.3K -150 -5%
PCM
832
Pointe Capital Management
Michigan
$498K
CWM
833
Circle Wealth Management
New Jersey
$498K -$10K -53 -2%
DIS
834
Diversified Investment Strategies
Louisiana
$498K -$85K -450 -14%
PPWM
835
Paragon Private Wealth Management
Kentucky
$498K +$117K +619 +29%
RFS
836
Richardson Financial Services
Massachusetts
$496K
Luther King Capital Management (LKCM)
837
Luther King Capital Management (LKCM)
Texas
$492K +$241K +1,278 +87%
FPAS
838
Focus Partners Advisor Solutions
Missouri
$491K +$253K +1,341 +96%
EWA
839
EverSource Wealth Advisors
Alabama
$491K +$125K +661 +32%
CPSAC
840
Chas P. Smith & Associates (CPS)
Florida
$490K +$6.04K +32 +1%
AIM
841
Acropolis Investment Management
Missouri
$489K -$19.8K -105 -4%
SB
842
Sunflower Bank
Texas
$487K +$2.08K +11 +0.4%
IA
843
IFP Advisors
Florida
$486K +$58K +307 +13%
SQA
844
Simon Quick Advisors
New Jersey
$486K +$95K +503 +23%
BPW
845
Bingham Private Wealth
California
$485K +$72.9K +386 +17%
PCP
846
Proficio Capital Partners
Massachusetts
$480K +$22.3K +118 +5%
SSA
847
Schonfeld Strategic Advisors
New York
$475K -$4.86M -25,709 -91%
BCA
848
Bay Colony Advisors
Massachusetts
$462K -$1.7K -9 -0.3%
MGIA
849
Moneta Group Investment Advisors
Missouri
$461K +$40K +212 +9%
LFG
850
Larson Financial Group
Missouri
$460K +$28.3K +150 +6%