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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
976
RMR Wealth Builders
New Jersey
$978K +$110K +589 +15%
JSW
977
Journey Strategic Wealth
New Jersey
$969K +$519K +2,784 +157%
SB
978
Sunflower Bank
Texas
$965K +$339K +1,819 +67%
SIG
979
Sky Investment Group
Connecticut
$964K +$14.6K +78 +2%
FIA
980
Foundations Investment Advisors
Arizona
$961K +$446K +2,390 +112%
SDWIA
981
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$958K +$217K +1,165 +35%
BAM
982
Belpointe Asset Management
Nevada
$956K +$838K +4,493 New
MG
983
Mather Group
Illinois
$956K +$599K +3,212 +251%
PCM
984
Pennsylvania Capital Management
Pennsylvania
$953K +$542K +2,907 +185%
QWP
985
Quotient Wealth Partners
Texas
$950K +$138K +740 +20%
PCP
986
Proficio Capital Partners
Massachusetts
$949K +$333K +1,786 +67%
DCM
987
Driehaus Capital Management
Illinois
$948K +$832K +4,457 New
IWM
988
IHT Wealth Management
Illinois
$943K +$399K +2,139 +93%
Empower Advisory Group
989
Empower Advisory Group
Colorado
$942K +$239K +1,280 +41%
PP
990
Patron Partners
Texas
$941K +$825K +4,422 New
NFG
991
Nations Financial Group
Iowa
$936K +$821K +4,401 New
FFP
992
FourThought Financial Partners
Florida
$931K +$575K +3,083 +238%
PWP
993
Private Wealth Partners
California
$923K +$810K +4,340 New
GFP
994
Gryphon Financial Partners
Ohio
$922K +$249K +1,334 +44%
CA
995
Calton & Associates
Florida
$921K +$808K +4,330 New
4WM
996
44 Wealth Management
Oregon
$921K +$585K +3,136 +263%
RBC
997
Romano Brothers & Co
Illinois
$916K +$450K +2,409 +127%
UIM
998
Unified Investment Management
Georgia
$906K +$12.5K +67 +2%
VCA
999
Verdence Capital Advisors
Maryland
$903K +$152K +812 +24%
PP
1000
PDS Planning
Ohio
$901K +$416K +2,231 +111%