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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1076
Stephens Consulting
Michigan
$15K – – –
LCM
1077
Logan Capital Management
Pennsylvania
$14.9K – – –
EWP
1078
Elevation Wealth Partners
California
$14.3K +$13K +96 New
S
1079
Sachetta
Massachusetts
$14.3K – – –
GIS
1080
Grayhawk Investment Strategies
Alberta, Canada
$13.8K – – –
AWM
1081
Abound Wealth Management
Tennessee
$13.8K +$406 +3 +3%
SWA
1082
SOA Wealth Advisors
New York
$13.7K – – –
CB
1083
Centennial Bank
Arkansas
$13.3K – – –
VWA
1084
Valued Wealth Advisors
Utah
$12.5K +$7.18K +53 +171%
RWM
1085
Raffa Wealth Management
District of Columbia
$12.4K -$1.35K -10 -11%
NECFA
1086
New England Capital Financial Advisors
Connecticut
$11.7K +$9.48K +70 +778%
CFD
1087
Creative Financial Designs
Indiana
$11.3K -$271 -2 -3%
AEPWM
1088
Atlantic Edge Private Wealth Management
Florida
$11.2K – – –
IWP
1089
IAG Wealth Partners
Wisconsin
$11.2K – – –
GA
1090
GoalVest Advisory
New York
$11.2K +$10.2K +75 New
RFG
1091
RFP Financial Group
Georgia
$11K +$8.8K +65 +722%
AT
1092
Arlington Trust
Alabama
$10.9K -$1.49K -11 -13%
BAM
1093
Byrne Asset Management
New Jersey
$10.9K – – –
DWM
1094
Dogwood Wealth Management
Kansas
$10.5K +$135 +1 +1%
EC
1095
EntryPoint Capital
New York
$10.4K -$23K -170 -71%
WWP
1096
WR Wealth Planners
Missouri
$10.4K +$9.48K +70 New
Kayne Anderson Rudnick Investment Management
1097
Kayne Anderson Rudnick Investment Management
California
$10.2K – – –
TC
1098
Tacita Capital
Ontario, Canada
$9.68K -$7.45K -55 -46%
PMFA
1099
Plante Moran Financial Advisors
Michigan
$9.68K +$5.28K +39 +150%
Ancora Advisors
1100
Ancora Advisors
Ohio
$9.53K +$8.67K +64 New