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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
Main Street Financial Solutions
951
Main Street Financial Solutions
Pennsylvania
$320K +$310K +1,793 New
Capital Analysts LLC
952
Capital Analysts LLC
Pennsylvania
$318K +$109K +632 +55%
Gladstone Institutional Advisory
953
Gladstone Institutional Advisory
Florida
$317K +$9.7K +56 +3%
Arkadios Wealth Advisors
954
Arkadios Wealth Advisors
Georgia
$317K -$692 -4 -0.2%
CWM
955
Cornerstone Wealth Management
Missouri
$316K -$48.5K -280 -14%
Sunbelt Securities
956
Sunbelt Securities
Texas
$316K +$22.7K +131 +8%
HPBT
957
Hickory Point Bank & Trust
Illinois
$316K +$307K +1,773 New
FFC
958
Frederick Financial Consultants
Maryland
$316K +$307K +1,772 New
JKSF
959
John & Kathleen Schreiber Foundation
Illinois
$315K +$306K +1,768 New
Journey Strategic Wealth
960
Journey Strategic Wealth
New Jersey
$315K +$1.56K +9 +0.5%
OTL
961
Oak Thistle LLC
New York
$313K +$304K +1,758 New
Mesirow Financial Investment Management
962
Mesirow Financial Investment Management
Illinois
$311K +$24.4K +141 +9%
CCG
963
Catalina Capital Group
California
$311K +$23.2K +134 +8%
PWM
964
Pines Wealth Management
North Carolina
$308K +$304K +1,755 New
Oslo Pensjonsforsikring
965
Oslo Pensjonsforsikring
$308K +$33.4K +193 +13%
One Wealth Advisors
966
One Wealth Advisors
California
$304K +$1.73K +10 +0.6%
V
967
ViaWealth
Kansas
$303K -$104K -598 -26%
Iconiq Capital
968
Iconiq Capital
California
$302K +$293K +1,692 New
PIA
969
Pinion Investment Advisors
Kansas
$301K +$11.3K +65 +4%
Private Trust Company
970
Private Trust Company
Ohio
$301K -$20.1K -116 -6%
BB
971
Berkshire Bank
Massachusetts
$300K +$8.31K +48 +3%
Kestra Investment Management
972
Kestra Investment Management
Texas
$300K -$126K -730 -30%
F/M Investments
973
F/M Investments
District of Columbia
$300K – – –
OFO
974
OneAscent Family Office
Alabama
$297K +$289K +1,667 New
Stock Yards Bank & Trust
975
Stock Yards Bank & Trust
Kentucky
$296K -$81.4K -470 -22%