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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1051
Logan Capital Management
Pennsylvania
$13.1K – – –
PCFFS
1052
Pacific Center for Financial Services
California
$13.1K – – –
RIM
1053
Rockbridge Investment Management
New York
$13.1K +$10.8K +100 New
GIS
1054
Grayhawk Investment Strategies
Alberta, Canada
$12.2K – – –
RWM
1055
Raffa Wealth Management
District of Columbia
$12.2K – – –
SWA
1056
SOA Wealth Advisors
New York
$12.1K – – –
TWM
1057
Tradition Wealth Management
Minnesota
$12K +$9.82K +91 New
AWM
1058
Abound Wealth Management
Tennessee
$11.7K – – –
WBC
1059
West Branch Capital
Massachusetts
$11.7K +$4.32K +40 +82%
CB
1060
Centennial Bank
Arkansas
$11.7K +$5.39K +50 +128%
AT
1061
Arlington Trust
Alabama
$11K +$9.06K +84 New
CFD
1062
Creative Financial Designs
Indiana
$10.2K +$5.61K +52 +200%
RCM
1063
Raleigh Capital Management
North Carolina
$10K +$4.96K +46 +148%
IWP
1064
IAG Wealth Partners
Wisconsin
$9.83K – – –
AEPWM
1065
Atlantic Edge Private Wealth Management
Florida
$9.83K +$8.09K +75 New
BAM
1066
Byrne Asset Management
New Jersey
$9.57K – – –
AP
1067
Arlington Partners
Alabama
$9.57K +$7.87K +73 New
DWM
1068
Dogwood Wealth Management
Kansas
$9.23K +$7.55K +70 New
Kayne Anderson Rudnick Investment Management
1069
Kayne Anderson Rudnick Investment Management
California
$8.99K +$6.58K +61 +871%
CMP
1070
Coston McIsaac & Partners
Maine
$8K – – –
MFT
1071
Moisand Fitzgerald Tamayo
Florida
$7.87K – – –
SIC
1072
SJS Investment Consulting
Ohio
$7.74K +$647 +6 +11%
FFA
1073
Frazier Financial Advisors
Ohio
$7.74K +$6.36K +59 New
GI
1074
Gradient Investments
Minnesota
$7.61K – – –
BWM
1075
Baystate Wealth Management
Massachusetts
$7.5K +$431 +4 +8%