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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
901
WealthTrust Asset Management
Florida
$1.27M +$1.11M +5,967 New
PWM
902
Perigon Wealth Management
California
$1.27M +$539K +2,887 +94%
AI
903
Arvest Investments
Arkansas
$1.27M -$5.22K -28 -0.5%
PTP
904
Platform Technology Partners
New York
$1.26M +$140K +748 +14%
AC
905
Addison Capital
Pennsylvania
$1.26M -$10.1K -54 -0.9%
Fidelity International
906
Fidelity International
Bermuda
$1.25M +$373K +2,000 +52%
WC
907
Westerkirk Capital
$1.24M +$1.09M +5,843 New
MWM
908
Modern Wealth Management
Kansas
$1.24M +$157K +844 +17%
WFC
909
Western Financial Corp
California
$1.23M +$655K +3,509 +154%
1IA
910
1834 Investment Advisors
Wisconsin
$1.23M -$27.1K -145 -2%
FPCP
911
Fort Point Capital Partners
California
$1.23M +$1.08M +5,765 New
GWSG
912
GPS Wealth Strategies Group
Colorado
$1.23M +$1.07M +5,759 +575,900%
AWM
913
Arista Wealth Management
Nevada
$1.22M +$1.07M +5,749 New
SWM
914
Segment Wealth Management
Texas
$1.22M +$1.07M +5,734 New
NFA
915
Northern Financial Advisors
Michigan
$1.21M +$73.9K +396 +7%
SIA
916
Soltis Investment Advisors
Utah
$1.21M +$206K +1,102 +24%
PCM
917
Polymer Capital Management
New York
$1.21M +$1.06M +5,685 New
GI
918
GLOBALT Investments
Georgia
$1.21M -$13.2K -71 -1%
PWM
919
Power Wealth Management
Georgia
$1.21M +$5.97K +32 +0.6%
UCI
920
Uncommon Cents Investing
Wisconsin
$1.2M +$90.5K +485 +9%
EWA
921
EverSource Wealth Advisors
Alabama
$1.2M +$542K +2,905 +106%
FFO
922
Fiduciary Family Office
Florida
$1.19M +$813K +4,358 +346%
ACA
923
Atlas Capital Advisors
Wyoming
$1.19M +$466K +2,500 +80%
CCA
924
Checchi Capital Advisers
California
$1.19M +$463K +2,481 +80%
CT
925
Caldwell Trust
Florida
$1.19M +$787K +4,220 +311%