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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1101
Cerity Partners OCIO
New York
– -$223K -1,702 Closed
CAG
1102
Csenge Advisory Group
Florida
– -$223K -1,695 Closed
BWP
1103
BSW Wealth Partners
Colorado
– -$222K -1,691 Closed
FWM
1104
Frontier Wealth Management
Missouri
– -$223K -1,686 Closed
BIA
1105
Benchmark Investment Advisors
Illinois
– -$218K -1,662 Closed
CB
1106
Cadence Bank
Mississippi
– -$218K -1,660 Closed
BA
1107
Bridgewater Advisors
New York
– -$217K -1,655 Closed
MGIA
1108
Moneta Group Investment Advisors
Missouri
– -$217K -1,653 Closed
DA
1109
Dillon & Associates
Michigan
– -$216K -1,650 Closed
IIC
1110
Integrated Investment Consultants
Michigan
– -$212K -1,616 Closed
EWS
1111
Evergreen Wealth Solutions
Pennsylvania
– -$212K -1,614 Closed
MHS
1112
M Holdings Securities
Oregon
– -$211K -1,611 Closed
APG
1113
Abacus Planning Group
South Carolina
– -$211K -1,610 Closed
EH
1114
EMG Holdings
Connecticut
– -$206K -1,575 Closed
WAG
1115
Winthrop Advisory Group
Massachusetts
– -$207K -1,573 Closed
LWAC
1116
Laurel Wealth Advisors (California)
California
– -$205K -1,565 Closed
ICP
1117
Interchange Capital Partners
Pennsylvania
– -$204K -1,559 Closed
BSW
1118
Buckingham Strategic Wealth
Missouri
– -$204K -1,557 Closed
THWM
1119
Taylor Hoffman Wealth Management
Virginia
– -$202K -1,540 Closed
LFA
1120
Legacy Financial Advisors
Kentucky
– -$202K -1,537 Closed
CRIG
1121
Charter Research & Investment Group
Connecticut
– -$201K -1,534 Closed
T
1122
TCWP
Ohio
– -$183K -1,394 Closed
BIP
1123
Blueprint Investment Partners
North Carolina
– -$175K -1,336 Closed
SC
1124
Solstein Capital
California
– -$175K -1,333 Closed
AWM
1125
Affinity Wealth Management
Delaware
– -$714K -1,200 Closed