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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
NMG
1201
New Millennium Group
Utah
$2.85K – – –
NSIM
1202
North Star Investment Management
Illinois
$2.85K – – –
RTL
1203
Red Tortoise LLC
Georgia
$2.85K – – –
HI
1204
Hoey Investments
Pennsylvania
$2.77K – – –
HWP
1205
Highline Wealth Partners
California
$2.4K -$854 -6 -27%
BWL
1206
Bogart Wealth LLC
Virginia
$2.4K +$285 +2 +14%
CPG
1207
Cornerstone Planning Group
New Jersey
$2.12K +$712 +5 +63%
HBW
1208
Hazlett, Burt & Watson
West Virginia
$2K – – –
BHWM
1209
Beaird Harris Wealth Management
Texas
$1.8K – – –
CA
1210
Claris Advisors
Missouri
$1.65K +$1.57K +11 New
RS
1211
Rakuten Securities
Japan
$1.5K -$8.12K -57 -85%
IRC
1212
Investors Research Corp
Georgia
$1.5K – – –
FDCP
1213
Foster Dykema Cabot & Partners
Massachusetts
$1.5K +$1.42K +10 New
KFI
1214
Key Financial Inc
Pennsylvania
$1.5K +$1.42K +10 New
APC
1215
Aspire Private Capital
North Carolina
$1.44K – – –
RWM
1216
Ruedi Wealth Management
Illinois
$1.35K -$1.42K -10 -53%
NL
1217
NVWM LLC
Pennsylvania
$1.35K -$854 -6 -40%
CAM
1218
ClariVest Asset Management
California
$1.34K – – –
CTWM
1219
Cherry Tree Wealth Management
Minnesota
$1.12K – – –
LWANC
1220
Laurel Wealth Advisors (North Carolina)
North Carolina
$899 – – –
1IA
1221
1620 Investment Advisors
Massachusetts
$828 +$854 +6 New
VAMG
1222
Voisard Asset Management Group
Michigan
$599 +$570 +4 New
WA
1223
WestEnd Advisors
North Carolina
$449 +$142 +1 +50%
RAM
1224
Riggs Asset Management
Pennsylvania
$300 +$285 +2 New
Capstone Investment Advisors
1225
Capstone Investment Advisors
New York
$299 +$285 +2 New