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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1026
Orion Capital Management
California
$826K +$720K +3,860 +19,300%
AAG
1027
Armstrong Advisory Group
Massachusetts
$825K -$18.5K -99 -2%
LI
1028
LRI Investments
Florida
$823K +$306K +1,640 +74%
RP
1029
Riverwater Partners
Wisconsin
$821K +$720K +3,859 New
GCM
1030
Graham Capital Management
Connecticut
$819K +$718K +3,850 New
PWW
1031
Pettyjohn Wood & White
Virginia
$816K +$37.5K +201 +6%
OHWP
1032
Oak Harbor Wealth Partners
North Carolina
$814K +$156K +837 +28%
IIC
1033
Integrated Investment Consultants
Michigan
$812K -$83.6K -448 -11%
CI
1034
Conning Inc
Connecticut
$810K +$266K +1,424 +60%
AA
1035
Armis Advisers
Georgia
$810K +$697K +3,738 New
MWM
1036
Mission Wealth Management
California
$809K +$481K +2,580 +211%
CWM
1037
Circle Wealth Management
New Jersey
$808K +$190K +1,019 +37%
AL
1038
Aspiriant LLC
California
$804K +$162K +867 +30%
AI
1039
Atom Investors
Texas
$800K -$2.44M -13,059 -78%
CWS
1040
Confluence Wealth Services
Pennsylvania
$794K +$398K +2,135 +134%
AMBIA
1041
Allen Mooney & Barnes Investment Advisors
Georgia
$793K +$695K +3,727 New
GI
1042
GAMCO Investors
Connecticut
$792K +$446K +2,389 +179%
WF
1043
Whelan Financial
California
$791K +$216K +1,156 +45%
HIP
1044
HUB Investment Partners
Texas
$788K +$295K +1,582 +75%
RIA
1045
Richwood Investment Advisors
Ohio
$782K -$25K -134 -4%
CGL
1046
Clarius Group LLC
Washington
$781K +$269K +1,444 +65%
CIAS
1047
Capital Investment Advisory Services
North Carolina
$781K +$292K +1,565 +74%
PPWM
1048
Paragon Private Wealth Management
Kentucky
$773K +$160K +859 +31%
PWPS
1049
Pinnacle Wealth Planning Services
Ohio
$771K +$414K +2,217 +157%
LFG
1050
Larson Financial Group
Missouri
$768K +$195K +1,045 +41%