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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
851
Zullo Investment Group
Pennsylvania
$144K +$22.9K +187 +16%
CT
852
Cambridge Trust
Massachusetts
$142K +$23.5K +192 +16%
ST
853
Smithfield Trust
Pennsylvania
$140K
AWM
854
Accel Wealth Management
Iowa
$140K +$611 +5 +0.4%
WPA
855
West Paces Advisors
Georgia
$136K +$14.4K +118 +10%
BAM
856
Belpointe Asset Management
Nevada
$133K -$12.6K -103 -7%
MCM
857
Manchester Capital Management
Vermont
$132K
S
858
Schroders
United Kingdom
$130K -$87.7K -717 -36%
GWS
859
Glassman Wealth Services
Virginia
$130K +$4.52K +37 +3%
CA
860
Capitolis Advisors
New York
$129K
CMF
861
Counterpoint Mutual Funds
California
$123K +$144K +1,179 New
EWA
862
EverSource Wealth Advisors
Alabama
$122K +$66.5K +544 +87%
Bank Julius Baer & Co
863
Bank Julius Baer & Co
Switzerland
$121K -$117K -954 -45%
CT
864
Caldwell Trust
Florida
$118K
EWM
865
Evermay Wealth Management
Virginia
$118K +$4.03K +33 +3%
NF
866
Norwood Financial
Pennsylvania
$114K +$42.2K +345 +46%
BTI
867
Blue Trust Inc
Georgia
$112K +$105K +857 New
GIA
868
GHP Investment Advisors
Colorado
$99K +$489 +4 +0.4%
TF
869
Tompkins Financial
New York
$96K
AIM
870
Anchor Investment Management
South Carolina
$95.8K
LTI
871
Laffer Tengler Investments
Tennessee
$92.9K
TSW
872
Thompson Siegel & Walmsley
Virginia
$86K -$46.6K -381 -32%
EBA
873
Eagle Bay Advisors
New York
$84.2K +$98.8K +808 New
PPWM
874
PFG Private Wealth Management
Florida
$82K +$611 +5 +0.6%
WTA
875
Washington Trust Advisors
Massachusetts
$81K +$22.1K +181 +30%