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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1001
Prestige Wealth Management Group
New Jersey
$1.58K
BBPWM
1002
Blue Bell Private Wealth Management
Pennsylvania
$1.3K
MPCL
1003
My Personal CFO LLC
Washington
$1.3K +$1.38K +14 New
M
1004
MOTCO
Texas
$1.12K -$13.4K -136 -92%
TAM
1005
Tucker Asset Management
Colorado
$1.11K
AA
1006
Ancora Advisors
Ohio
$1K -$12.2K -124 -95%
LFA
1007
Level Financial Advisors
New York
$1K +$983 +10 New
IRC
1008
Investors Research Corp
Georgia
$930
NECFA
1009
New England Capital Financial Advisors
Connecticut
$885 +$787 +8 New
APC
1010
Aspire Private Capital
North Carolina
$865
CSPAM
1011
Cary Street Partners Asset Management
Virginia
$651 -$10.4K -106 -94%
AAP
1012
Arax Advisory Partners
Colorado
$651 -$6.78K -69 -91%
SWM
1013
Sanctuary Wealth Management
Idaho
$651 +$688 +7 New
AA
1014
Addison Advisors
Vermont
$558
DWA
1015
Delos Wealth Advisors
Texas
$558
LWANC
1016
Laurel Wealth Advisors (North Carolina)
North Carolina
$558
BWL
1017
Bogart Wealth LLC
Virginia
$465 +$492 +5 New
FFC
1018
First Financial Corp
Indiana
$464
CTA
1019
Colonial Trust Advisors
South Carolina
$372 +$393 +4 New
DJSG
1020
D.J. St. Germain
Massachusetts
$336 -$20.4K -207 -5%
NC
1021
NewSquare Capital
Pennsylvania
$307 -$787 -8 -73%
TWP
1022
TFO Wealth Partners
Ohio
$83 +$393 +4 New
WIM
1023
Westside Investment Management
California
$37
SSA
1024
Schonfeld Strategic Advisors
New York
-$25M -271,510 Closed
Calamos Advisors
1025
Calamos Advisors
Illinois
-$12.5M -135,161 Closed