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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CT
851
Caldwell Trust
Florida
$80.1K -$27K -275 -24%
GBT
852
Grove Bank & Trust
Florida
$79K +$83.1K +845 New
Belpointe Asset Management
853
Belpointe Asset Management
Nevada
$77.3K -$58.6K -596 -42%
Thompson Siegel & Walmsley
854
Thompson Siegel & Walmsley
Virginia
$77K – – –
TCI Wealth Advisors
855
TCI Wealth Advisors
Arizona
$77K +$42.3K +430 +108%
ONST
856
Old North State Trust
North Carolina
$74K – – –
Benjamin Edwards Inc
857
Benjamin Edwards Inc
Missouri
$74K +$5.6K +57 +8%
WPWM
858
Western Pacific Wealth Management
Illinois
$71.1K +$41.3K +420 +122%
EBA
859
Eagle Bay Advisors
New York
$70.1K +$29.1K +296 +65%
MMG
860
Monetary Management Group
Missouri
$69.7K – – –
AIM
861
Anchor Investment Management
South Carolina
$68.3K -$20.2K -205 -22%
AI
862
AXS Investments
New York
$68.3K +$72.3K +735 New
HDIM
863
Hanson & Doremus Investment Management
Vermont
$67K – – –
CT
864
Clearstead Trust
Maine
$66K +$69.5K +707 New
Centiva Capital
865
Centiva Capital
New York
$65.9K -$330K -3,357 -83%
UCB
866
United Community Bank
South Carolina
$64.5K +$4.92K +50 +8%
NSB
867
Norway Savings Bank
Maine
$63.1K – – –
FCB
868
First Command Bank
Texas
$63K – – –
FCFS
869
First Command Financial Services
Texas
$63K – – –
LS
870
Leelyn Smith
Illinois
$61.5K – – –
CWP
871
Concord Wealth Partners
Virginia
$61K +$64.5K +656 New
Global Retirement Partners
872
Global Retirement Partners
California
$59.7K +$35.5K +361 +128%
PPWM
873
PFG Private Wealth Management
Florida
$59K -$14.3K -145 -18%
GFPC
874
Global Financial Private Client
Florida
$58.7K – – –
GPI
875
General Partner Inc
Pennsylvania
$55.3K +$58.5K +595 New