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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
1026
Hamilton Point Investment Advisors
North Carolina
$264K
FPL
1027
Fortress Private Ledger
North Carolina
$263K +$256K +1,476 New
AFA
1028
AA Financial Advisors
Ohio
$263K
HAS
1029
HBW Advisory Services
California
$262K +$2.08K +12 +0.8%
Luther King Capital Management (LKCM)
1030
Luther King Capital Management (LKCM)
Texas
$262K -$20.3K -117 -7%
EFG
1031
Ethos Financial Group
Pennsylvania
$261K +$6.41K +37 +3%
LA
1032
LBP AM
France
$261K +$253K +1,463 New
PCM
1033
Passive Capital Management
Maryland
$261K
ECG
1034
Edge Capital Group
Georgia
$260K +$4.5K +26 +2%
DBRC
1035
D.B. Root & Company
Pennsylvania
$258K +$3.46K +20 +1%
PWG
1036
Portside Wealth Group
Utah
$256K -$1.9K -11 -0.8%
MCM
1037
Marathon Capital Management
Maryland
$256K
CFP
1038
Catalyst Financial Partners
Massachusetts
$255K +$9.35K +54 +4%
LAM
1039
L2 Asset Management
Massachusetts
$254K -$13.7K -79 -5%
PWPS
1040
Pinnacle Wealth Planning Services
Ohio
$254K -$95.9K -554 -28%
ASG
1041
Ariston Services Group
California
$252K
TCM
1042
Teza Capital Management
Illinois
$252K +$244K +1,412 New
FFP
1043
FourThought Financial Partners
Florida
$252K +$244K +1,411 New
RW
1044
RVW Wealth
California
$250K
FPAS
1045
Focus Partners Advisor Solutions
Missouri
$250K +$243K +1,401 New
HWA
1046
Heartwood Wealth Advisors
Virginia
$249K
AAS
1047
Ameritas Advisory Services
Nebraska
$249K -$5.19K -30 -2%
TW
1048
Traveka Wealth
California
$248K +$692 +4 +0.3%
PI
1049
PFG Investments
New York
$248K -$4.16K -24 -2%
LA
1050
LVW Advisors
New York
$247K +$240K +1,387 New