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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
SW
876
SMART Wealth
Nebraska
$1.81M +$1.66M +7,454 New
LCM
877
Leisure Capital Management
California
$1.8M -$19.8K -89 -1%
PPWP
878
Premier Path Wealth Partners
New Jersey
$1.8M +$78.1K +351 +5%
NL
879
Navalign LLC
California
$1.79M -$13.6K -61 -0.8%
LBC
880
Lowe Brockenbrough & Co
Virginia
$1.78M +$31.8K +143 +2%
PCS
881
Personal CFO Solutions
New Jersey
$1.78M +$89.3K +401 +6%
PI
882
PFG Investments
New York
$1.77M +$675K +3,031 +71%
CW
883
CreativeOne Wealth
Kansas
$1.77M +$62.3K +280 +4%
IIM
884
Intact Investment Management
Quebec, Canada
$1.77M
TSS
885
Two Sigma Securities
New York
$1.75M -$2.77M -12,444 -63%
MWM
886
Modern Wealth Management
Kansas
$1.75M +$234K +1,053 +17%
EWA
887
EverSource Wealth Advisors
Alabama
$1.74M +$220K +987 +16%
RE
888
Rydar Equities
Texas
$1.73M +$372K +1,672 +30%
G
889
GenTrust
Florida
$1.73M +$170K +762 +12%
IIA
890
Integral Investment Advisors
California
$1.73M -$47K -211 -3%
SIA
891
Soltis Investment Advisors
Utah
$1.72M +$320K +1,436 +25%
RIL
892
Rothschild Investment LLC
Illinois
$1.72M +$422K +1,894 +36%
TAM
893
Trust Asset Management
Texas
$1.72M -$58.5K -263 -4%
CAM
894
Cidel Asset Management
Ontario, Canada
$1.72M -$16.5K -74 -1%
TIA
895
Tiemann Investment Advisors
California
$1.72M -$84.6K -380 -5%
SWM
896
Spire Wealth Management
Virginia
$1.71M -$1.78K -8 -0.1%
FB
897
Fulton Bank
Pennsylvania
$1.7M -$10.2K -46 -0.6%
WF
898
Whelan Financial
California
$1.7M +$166K +746 +12%
WWM
899
Western Wealth Management
Colorado
$1.7M -$1.78K -8 -0.1%
CIA
900
Capital Investment Advisors
Georgia
$1.7M +$35K +157 +2%