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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
BB
926
Berkshire Bank
Massachusetts
$245K +$233K +1,635 New
SEM
927
Strategic Equity Management
Arizona
$243K -$133K -932 -36%
PIA
928
Pinion Investment Advisors
Kansas
$243K +$11.7K +82 +5%
DWS
929
Dynamic Wealth Strategies
California
$243K -$20.6K -145 -8%
SFA
930
Spectrum Financial Alliance
Kentucky
$242K -$3.62M -25,424 -94%
NICM
931
Neo Ivy Capital Management
New York
$242K +$230K +1,612 New
WF
932
WoodTrust Financial
Wisconsin
$241K – – –
CCG
933
Catalina Capital Group
California
$241K +$17.2K +121 +8%
UF
934
Univest Financial
Pennsylvania
$241K +$229K +1,607 New
CCG
935
Cypress Capital Group
Florida
$240K +$4.13K +29 +2%
Mesirow Financial Investment Management
936
Mesirow Financial Investment Management
Illinois
$240K +$854 +6 +0.4%
RA
937
Ruggaard & Associates
Ohio
$240K – – –
FFO
938
Fiduciary Family Office
Florida
$239K – – –
MMPW
939
Mitchell McLeod Pugh & Williams
Alabama
$239K +$227K +1,595 New
ACP
940
Aveo Capital Partners
Colorado
$238K +$227K +1,591 New
TA
941
TruWealth Advisors
Louisiana
$238K -$57K -400 -20%
LTAS
942
Linden Thomas Advisory Services
North Carolina
$238K +$14.5K +102 +7%
SMA
943
Seven Mile Advisory
New Jersey
$237K +$570 +4 +0.3%
Balentine LLC
944
Balentine LLC
Georgia
$237K +$712 +5 +0.3%
Luther King Capital Management (LKCM)
945
Luther King Capital Management (LKCM)
Texas
$237K +$14.4K +101 +7%
NAS
946
Nicolet Advisory Services
Wisconsin
$236K +$232K +1,626 New
EverSource Wealth Advisors
947
EverSource Wealth Advisors
Alabama
$236K +$129K +909 +136%
RFA
948
Resurgent Financial Advisors
Georgia
$233K +$222K +1,556 New
UAS
949
United Asset Strategies
New York
$233K -$63.5K -446 -22%
BCP
950
Blackhawk Capital Partners
Wisconsin
$231K +$219K +1,540 New