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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
851
Roman Butler Fullerton & Co
Missouri
$323K +$309 +2 +0.1%
BC
852
Bridgefront Capital
Texas
$321K -$292K -1,892 -46%
ZCM
853
Ziegler Capital Management
Illinois
$320K -$3.55K -23 -1%
CLOS
854
Compagnie Lombard Odier SCmA
Switzerland
$319K
FF
855
FourThought Financial
Florida
$318K -$5.56K -36 -2%
SG
856
Stonnington Group
California
$317K +$309K +2,000 New
AWA
857
Arkadios Wealth Advisors
Georgia
$315K -$108K -702 -24%
BHC
858
Bowen Hanes & Co
Florida
$315K
Carson Wealth (CWM LLC)
859
Carson Wealth (CWM LLC)
Nebraska
$315K +$335K +2,169 New
OFS
860
OneAscent Financial Services
Alabama
$314K -$199K -1,290 -37%
FT
861
Fiduciary Trust
Massachusetts
$314K
ISL
862
Ingalls & Snyder LLC
New York
$313K
IIC
863
Integrated Investment Consultants
Michigan
$312K +$101K +653 +44%
AIM
864
Aigen Investment Management
New York
$307K +$326K +2,111 New
AWCI
865
Alpine Woods Capital Investors
New York
$306K
CSPIA
866
Cary Street Partners Investment Advisory
Virginia
$305K -$19.3K -125 -6%
EI
867
Ellevest Inc
New York
$304K +$50.1K +324 +18%
GFS
868
GYL Financial Synergies
Connecticut
$303K +$7.72K +50 +2%
FI
869
Finivi Inc
Massachusetts
$302K +$321K +2,080 New
CFG
870
Citizens Financial Group
Rhode Island
$301K -$94.5K -612 -23%
NGA
871
Naples Global Advisors
Florida
$301K
JWCA
872
J.W. Cole Advisors
Florida
$299K -$29.8K -193 -9%
CP
873
Camelot Portfolios
Ohio
$299K -$772 -5 -0.2%
SGK
874
Steigerwald Gordon & Koch
Virginia
$299K
CA
875
Clearstead Advisors
Ohio
$291K -$144K -929 -32%