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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
851
Capital Wealth Planning
Florida
$290K
AFPL
852
Advus Financial Partners, LLC
Florida
$290K +$18.1K +134 +7%
SSWM
853
Strait & Sound Wealth Management
California
$288K
BFIM
854
Beese Fulmer Investment Management
Ohio
$287K
FBB
855
Fulton Breakefield Broenniman
Maryland
$286K
WCFA
856
Walkner Condon Financial Advisors
Wisconsin
$285K +$3.79K +28 +1%
DWT
857
Dorsey & Whitney Trust
South Dakota
$284K +$2.03K +15 +0.8%
WFC
858
Western Financial Corp
California
$284K +$258K +1,908 New
WAM
859
WNY Asset Management
New York
$284K -$64.3K -475 -20%
T
860
TOBAM
France
$280K
BBW
861
Blue Barn Wealth
Utah
$277K +$4.6K +34 +2%
TA
862
TruWealth Advisors
Louisiana
$277K
SVWAG
863
Sound View Wealth Advisors Group
Georgia
$275K -$11.1K -82 -4%
SG
864
StoneX Group
New York
$274K -$55.1K -407 -18%
QC
865
Quent Capital
New York
$271K +$271 +2 +0.1%
MC
866
Mathes Company
New York
$271K
FH
867
FWG Holdings
Florida
$271K
PCMC
868
Paragon Capital Management (Colorado)
Colorado
$270K +$948 +7 +0.4%
EWS
869
Evergreen Wealth Solutions
Pennsylvania
$270K -$38.3K -283 -14%
SIM
870
Stratos Investment Management
Ohio
$269K +$245K +1,806 New
NW
871
NewEdge Wealth
Pennsylvania
$268K +$256K +1,887 New
WP
872
WMS Partners
Maryland
$266K +$6.91K +51 +3%
MYLI
873
Meiji Yasuda Life Insurance
Japan
$266K +$242K +1,788 New
DWS
874
Dynamic Wealth Strategies
California
$265K -$8.4K -62 -3%
FIA
875
Foundations Investment Advisors
Arizona
$264K -$36.8K -272 -13%