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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1076
Harbor Investment Advisory
Maryland
$718K +$41.4K +222 +7%
S
1077
SimplyRich
California
$718K +$81.4K +436 +15%
GJWM
1078
Gilliland Jeter Wealth Management
Arkansas
$717K +$223K +1,193 +55%
WT
1079
Washington Trust
Rhode Island
$714K +$344K +1,845 +122%
TTWM
1080
TCV Trust & Wealth Management
Virginia
$713K +$288K +1,546 +86%
FFA
1081
Founders Financial Alliance
North Carolina
$712K +$360K +1,929 +136%
LCWP
1082
Legacy Capital Wealth Partners
Arkansas
$710K +$240K +1,284 +63%
C
1083
Certuity
Florida
$705K +$283K +1,518 +84%
ISL
1084
Ingalls & Snyder LLC
New York
$703K +$21.6K +116 +4%
SCP
1085
Sivia Capital Partners
California
$702K +$334K +1,788 +118%
GTAM
1086
Global Trust Asset Management
Florida
$700K
LGA
1087
Lebenthal Global Advisors
New York
$698K +$613K +3,283 New
WC
1088
Waterloo Capital
Texas
$698K +$613K +3,283 New
VC
1089
Vicus Capital
Pennsylvania
$696K +$301K +1,612 +97%
TCA
1090
Trifecta Capital Advisors
Illinois
$696K +$599K +3,210 +5,441%
PFU
1091
Parus Finance (UK)
United Kingdom
$694K +$608K +3,260 New
SC
1092
Schubert & Co
Texas
$691K +$606K +3,247 New
AFPL
1093
Advus Financial Partners, LLC
Florida
$691K +$202K +1,085 +50%
EIP
1094
Epoch Investment Partners
New York
$690K +$605K +3,241 New
Belvedere Trading
1095
Belvedere Trading
Illinois
$687K +$603K +3,231 New
TCM
1096
Traub Capital Management
Massachusetts
$683K +$599K +3,210 New
TI
1097
tru Independence
Oregon
$681K +$10.3K +55 +2%
JIC
1098
Joel Isaacson & Co
New York
$681K +$33.2K +178 +6%
MAA
1099
Matrix Asset Advisors
New York
$680K +$146K +782 +32%
AWM
1100
Affinity Wealth Management
Delaware
$679K +$595K +3,190 New