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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1051
Wellspring Financial Advisors
Ohio
$900K -$79K -413 -8%
EFS
1052
Essex Financial Services
Connecticut
$899K +$22K +115 +3%
CWS
1053
Confluence Wealth Services
Pennsylvania
$897K +$94.9K +496 +12%
XF
1054
XML Financial
Maryland
$895K +$304K +1,591 +55%
PWW
1055
Pettyjohn Wood & White
Virginia
$889K -$4.78K -25 -0.6%
GFP
1056
Gryphon Financial Partners
Ohio
$883K +$38.8K +203 +5%
NSAM
1057
North Star Asset Management
Wisconsin
$882K -$48K -251 -5%
Verition Fund Management
1058
Verition Fund Management
Connecticut
$879K -$78K -408 -9%
FFA
1059
First Foundation Advisors
California
$877K +$18.2K +95 +2%
BL
1060
Balentine LLC
Georgia
$877K -$12.4K -65 -1%
FIA
1061
Foundations Investment Advisors
Arizona
$875K -$122K -638 -13%
UIM
1062
Unified Investment Management
Georgia
$873K +$40.6K +212 +5%
V
1063
ViaWealth
Kansas
$872K +$224K +1,172 +37%
FFO
1064
Fiduciary Family Office
Florida
$870K -$59.5K -311 -7%
OWCM
1065
One Wealth Capital Management
Arizona
$869K +$445K +2,328 +116%
AFP
1066
Ausdal Financial Partners
Iowa
$867K -$90.1K -471 -10%
TCPG
1067
Trivant Custom Portfolio Group
California
$865K +$354K +1,850 +75%
BAAM
1068
Baker Avenue Asset Management
California
$865K -$71.5K -374 -8%
CFG
1069
Cooper Financial Group
California
$852K -$235K -1,228 -22%
BAM
1070
Belpointe Asset Management
Nevada
$852K +$312K +1,633 +63%
SB
1071
Sunflower Bank
Texas
$851K -$2.49K -13 -0.3%
PAM
1072
Peak Asset Management
Colorado
$848K +$809K +4,229 New
CFP
1073
Catalyst Financial Partners
Massachusetts
$846K +$54.7K +286 +7%
MWM
1074
Meadowbrook Wealth Management
New York
$841K +$786K +4,107 New
AP
1075
Anchyra Partners
Georgia
$840K +$17.6K +92 +2%