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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
926
Challenger Wealth Management
California
$360K -$17K -90 -4%
PP
927
PDS Planning
Ohio
$359K +$26.6K +141 +8%
1W
928
1776 Wealth
Georgia
$359K
ERWM
929
Elk River Wealth Management
Colorado
$359K
SFO
930
Stokes Family Office
Louisiana
$358K
MWM
931
Marion Wealth Management
Pennsylvania
$357K
SIM
932
Stratos Investment Management
Ohio
$354K -$10.4K -55 -3%
KBG
933
Kahn Brothers Group
New York
$353K +$372K +1,971 New
SG
934
StoneX Group
New York
$351K +$1.89K +10 +0.5%
IBOK
935
Independence Bank of Kentucky
Kentucky
$351K -$11.3K -60 -3%
FH
936
FWG Holdings
Florida
$348K
SVWAG
937
Sound View Wealth Advisors Group
Georgia
$347K +$1.89K +10 +0.5%
PCMC
938
Paragon Capital Management (Colorado)
Colorado
$347K +$1.13K +6 +0.3%
OWA
939
One Wealth Advisors
California
$347K +$43.3K +229 +13%
SFA
940
Spectrum Financial Alliance
Kentucky
$346K +$19.6K +104 +6%
FBB
941
Fulton Breakefield Broenniman
Maryland
$346K +$2.08K +11 +0.6%
HW
942
Hancock Whitney
Mississippi
$346K +$19.3K +102 +6%
BFIM
943
Beese Fulmer Investment Management
Ohio
$345K
CIM
944
CIM Investment Management
Pennsylvania
$345K -$189 -1 -0.1%
NGA
945
Naples Global Advisors
Florida
$344K
VFP
946
Verus Financial Partners
Virginia
$343K -$22.9K -121 -5%
RBC
947
Romano Brothers & Co
Illinois
$340K
JFGLC
948
Johnson Financial Group LLC (Colorado)
Colorado
$339K +$358K +1,893 New
BBW
949
Blue Barn Wealth
Utah
$337K -$756 -4 -0.2%
GIA
950
Gateway Investment Advisers
Ohio
$335K -$28K -148 -7%