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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1151
Athena Wealth Management
Nevada
$845K +$776K +3,488 New
1IA
1152
1834 Investment Advisors
Wisconsin
$844K -$38.5K -173 -5%
Empower Advisory Group
1153
Empower Advisory Group
Colorado
$842K -$272K -1,223 -26%
AAG
1154
Armstrong Advisory Group
Massachusetts
$841K -$23.8K -107 -3%
HWA
1155
HCR Wealth Advisors
California
$839K +$18.7K +84 +2%
GSEP
1156
Golden State Equity Partners
California
$838K +$78.6K +353 +11%
OIS
1157
Okabena Investment Services
Minnesota
$838K -$25.2K -113 -3%
AIM
1158
Advyzon Investment Management
Illinois
$837K +$386K +1,734 +101%
BCWM
1159
Bartlett & Co Wealth Management
Ohio
$837K
WA
1160
Wealth Alliance
New York
$835K +$39.8K +179 +5%
APW
1161
Aventura Private Wealth
Florida
$830K +$757K +3,402 +16,200%
VCM
1162
Versant Capital Management
Arizona
$827K +$39.6K +178 +6%
TCWA
1163
Turtle Creek Wealth Advisors
Texas
$826K +$88.2K +396 +13%
PWPS
1164
Pinnacle Wealth Planning Services
Ohio
$825K -$445 -2 -0.1%
PIP
1165
Peachtree Investment Partners
Florida
$824K +$131K +587 +21%
SHFG
1166
S Harris Financial Group
Texas
$822K +$755K +3,391 New
CI
1167
Conning Inc
Connecticut
$819K -$116K -519 -13%
EI
1168
Ellevest Inc
New York
$819K -$13.4K -60 -2%
GJWM
1169
Gilliland Jeter Wealth Management
Arkansas
$819K +$1.78K +8 +0.2%
MCC
1170
Malaga Cove Capital
California
$819K -$68.3K -307 -8%
AG
1171
AlTi Global
New York
$819K +$37.2K +167 +5%
WB
1172
WesBanco Bank
West Virginia
$818K -$42.1K -189 -5%
S
1173
SimplyRich
California
$817K
AWE
1174
Avidian Wealth Enterprises
Texas
$812K +$108K +486 +17%
FFA
1175
Founders Financial Alliance
North Carolina
$812K +$445 +2 +0.1%