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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
876
Paragon Capital Management (Colorado)
Colorado
$271K +$20.5K +146 +8%
CIM
877
CIM Investment Management
Pennsylvania
$271K -$1.82K -13 -0.7%
ACA
878
Atlas Capital Advisors
Wyoming
$270K +$210K +1,494 +325%
PA
879
Probity Advisors
Texas
$270K -$16.3K -116 -6%
BAM
880
Blueshift Asset Management
New Jersey
$269K +$273K +1,945 New
DA
881
Doliver Advisors
Texas
$269K -$9.82K -70 -3%
SG
882
StoneX Group
New York
$268K +$12.8K +91 +5%
DWT
883
Dorsey & Whitney Trust
South Dakota
$267K +$2.67K +19 +1%
BFIM
884
Beese Fulmer Investment Management
Ohio
$267K – – –
FBB
885
Fulton Breakefield Broenniman
Maryland
$266K – – –
CPIG
886
Chicago Partners Investment Group
Illinois
$263K +$5.19K +37 +2%
SIM
887
Stratos Investment Management
Ohio
$262K +$12.1K +86 +5%
RBC
888
Romano Brothers & Co
Illinois
$260K -$21K -150 -7%
BBW
889
Blue Barn Wealth
Utah
$258K +$281 +2 +0.1%
QC
890
Quent Capital
New York
$257K +$5.33K +38 +2%
SVWAG
891
Sound View Wealth Advisors Group
Georgia
$255K – – –
HW
892
Hancock Whitney
Mississippi
$253K -$206K -1,467 -45%
AGM
893
Alpine Global Management
New York
$251K +$254K +1,811 New
SPC
894
Sigma Planning Corp
Michigan
$250K -$30K -214 -11%
SIM
895
Sentry Investment Management
Wisconsin
$250K -$51.9K -370 -17%
PP
896
PDS Planning
Ohio
$250K +$19.4K +138 +8%
IFG
897
Independent Financial Group
California
$249K +$9.68K +69 +4%
LFG
898
Lockerman Financial Group
California
$249K +$253K +1,800 New
MC
899
Mathes Company
New York
$249K -$2.81K -20 -1%
NCFG
900
New Century Financial Group
New Jersey
$248K +$252K +1,794 New