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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
1076
Kathleen S. Wright Associates
Pennsylvania
$15.2K
SC
1077
Stephens Consulting
Michigan
$15K
LCM
1078
Logan Capital Management
Pennsylvania
$14.9K
EWP
1079
Elevation Wealth Partners
California
$14.3K +$13K +96 New
S
1080
Sachetta
Massachusetts
$14.3K
GIS
1081
Grayhawk Investment Strategies
Alberta, Canada
$13.8K
AWM
1082
Abound Wealth Management
Tennessee
$13.8K +$406 +3 +3%
SWA
1083
SOA Wealth Advisors
New York
$13.7K
CB
1084
Centennial Bank
Arkansas
$13.3K
VWA
1085
Valued Wealth Advisors
Utah
$12.5K +$7.18K +53 +171%
RWM
1086
Raffa Wealth Management
District of Columbia
$12.4K -$1.35K -10 -11%
NECFA
1087
New England Capital Financial Advisors
Connecticut
$11.7K +$9.48K +70 +778%
CFD
1088
Creative Financial Designs
Indiana
$11.3K -$271 -2 -3%
AEPWM
1089
Atlantic Edge Private Wealth Management
Florida
$11.2K
IWP
1090
IAG Wealth Partners
Wisconsin
$11.2K
GA
1091
GoalVest Advisory
New York
$11.2K +$10.2K +75 New
RFG
1092
RFP Financial Group
Georgia
$11K +$8.8K +65 +722%
AT
1093
Arlington Trust
Alabama
$10.9K -$1.49K -11 -13%
BAM
1094
Byrne Asset Management
New Jersey
$10.9K
DWM
1095
Dogwood Wealth Management
Kansas
$10.5K +$135 +1 +1%
EC
1096
EntryPoint Capital
New York
$10.4K -$23K -170 -71%
WWP
1097
WR Wealth Planners
Missouri
$10.4K +$9.48K +70 New
Kayne Anderson Rudnick Investment Management
1098
Kayne Anderson Rudnick Investment Management
California
$10.2K
TC
1099
Tacita Capital
Ontario, Canada
$9.68K -$7.45K -55 -46%
PMFA
1100
Plante Moran Financial Advisors
Michigan
$9.68K +$5.28K +39 +150%