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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1151
Acropolis Investment Management
Missouri
$596K +$13.2K +71 +3%
KA
1152
Kozak & Associates
Colorado
$592K +$492K +2,637 +3,425%
PCM
1153
Pointe Capital Management
Michigan
$591K – – –
DIS
1154
Diversified Investment Strategies
Louisiana
$591K – – –
FAIM
1155
Financial Advocates Investment Management
Washington
$588K +$515K +2,762 New
JJBC
1156
James J. Burns & Company
New York
$584K +$99.8K +535 +24%
GD
1157
Grandfield & Dodd
New York
$583K +$511K +2,738 New
NG
1158
Norden Group
Utah
$583K +$121K +647 +31%
ZIG
1159
Zullo Investment Group
Pennsylvania
$582K +$59.9K +321 +13%
BCA
1160
Bay Colony Advisors
Massachusetts
$581K +$13.4K +72 +3%
Avidian Wealth Enterprises
1161
Avidian Wealth Enterprises
Texas
$581K +$509K +2,729 New
NWWA
1162
New Wave Wealth Advisors
Arkansas
$577K +$506K +2,714 New
CoreCap Advisors
1163
CoreCap Advisors
Michigan
$574K +$382K +2,048 +316%
TWM
1164
TriaGen Wealth Management
California
$571K +$501K +2,683 New
XF
1165
XML Financial
Maryland
$568K +$118K +635 +31%
KIA
1166
Knollwood Investment Advisory
Maryland
$567K +$217K +1,165 +78%
GFA
1167
Gallagher Fiduciary Advisors
Illinois
$566K +$497K +2,661 New
Stonegate Investment Group
1168
Stonegate Investment Group
Alabama
$565K -$98.9K -530 -17%
EW
1169
Evoke Wealth
California
$562K +$493K +2,643 New
AIM
1170
Aigen Investment Management
New York
$562K +$493K +2,642 New
CSA
1171
Cornerstone Select Advisors
Missouri
$560K +$112K +598 +29%
Fayez Sarofim & Co
1172
Fayez Sarofim & Co
Texas
$560K +$264K +1,416 +117%
CIEC
1173
Crédit Industriel et Commercial
France
$551K +$483K +2,589 New
Prana Capital Management
1174
Prana Capital Management
Connecticut
$550K +$483K +2,587 New
GSB
1175
Greenfield Savings Bank
Massachusetts
$549K +$481K +2,579 New