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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
1226
Accordant Advisory Group
Maryland
$53.8K
BWM
1227
Bernard Wealth Management
Michigan
$53.8K +$56.7K +300 New
EB
1228
Eastern Bank
Massachusetts
$52.2K
BONH
1229
Bank of New Hampshire
New Hampshire
$49.8K
ME
1230
McIlrath & Eck
Washington
$49.7K +$2.65K +14 +5%
LC
1231
Lavaca Capital
Texas
$49.3K
RF
1232
Rossby Financial
Florida
$48.2K +$49.9K +264 New
SFO
1233
Standard Family Office
South Dakota
$48.1K -$38K -201 -43%
EPIMS
1234
Evelyn Partners Investment Management Services
$46.6K
BWL
1235
Bogart Wealth LLC
Virginia
$46.4K +$45.9K +243 +1,519%
MSWM
1236
Mowery & Schoenfeld Wealth Management
Illinois
$46.3K
M
1237
MOTCO
Texas
$45.9K +$25.9K +137 +115%
NB
1238
NBT Bank
New York
$44.8K
Loomis, Sayles & Company
1239
Loomis, Sayles & Company
Massachusetts
$44K -$24.9K -132 -35%
RA
1240
Rise Advisors
New York
$43.3K +$3.59K +19 +9%
MCM
1241
MV Capital Management
Maryland
$43.2K
OAJ
1242
Ogorek Anthony Joseph
New York
$42K +$44.6K +236 New
MMCM
1243
Murphy & Mullick Capital Management
New York
$41.1K
GKIM
1244
GW&K Investment Management
Massachusetts
$41K +$2.08K +11 +5%
CWP
1245
Concord Wealth Partners
Virginia
$40.2K -$1.51K -8 -3%
PWAM
1246
Private Wealth Asset Management
Iowa
$39.8K +$41.9K +222 New
CIA
1247
Cape Investment Advisory
Georgia
$37.1K +$6.04K +32 +18%
W
1248
WealthCollab
Washington
$35.9K
HCP
1249
Hexagon Capital Partners
Arkansas
$35K +$944 +5 +3%
NC
1250
NewSquare Capital
Pennsylvania
$34.4K +$30K +159 +482%