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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
1276
Interchange Capital Partners
Pennsylvania
$502K +$517K +2,361 New
WA
1277
Wealthstream Advisors
New York
$501K -$7.88K -36 -2%
UF
1278
Univest Financial
Pennsylvania
$501K
CAL
1279
Capital Advisors Ltd
Ohio
$494K
GIA
1280
GHP Investment Advisors
Colorado
$494K +$438 +2 +0.1%
TPI
1281
Trust Point Inc
Wisconsin
$493K +$82.3K +376 +19%
CSA
1282
Cornerstone Select Advisors
Missouri
$492K -$69K -315 -12%
SWM
1283
Silverlake Wealth Management
Vermont
$488K +$438 +2 +0.1%
FNFDCM
1284
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$488K
NGA
1285
Naples Global Advisors
Florida
$485K +$9.2K +42 +2%
SFO
1286
Stokes Family Office
Louisiana
$482K +$5.25K +24 +1%
GEM
1287
Global Endowment Management
North Carolina
$479K -$12.7K -58 -3%
HAS
1288
HBW Advisory Services
California
$479K +$50.6K +231 +11%
RFP
1289
Root Financial Partners
California
$478K +$176K +806 +56%
WIC
1290
Woodmont Investment Counsel
Tennessee
$477K -$22.1K -101 -4%
BFA
1291
Bragg Financial Advisors
North Carolina
$477K -$1.31K -6 -0.3%
MIH
1292
Meitav Investment House
Israel
$475K +$489K +2,235 New
RTC
1293
Riverview Trust Company
Washington
$474K
MSAM
1294
Moloney Securities Asset Management
Missouri
$473K -$44.2K -202 -8%
CFO
1295
CVA Family Office
Colorado
$471K +$3.28K +15 +0.7%
JJBC
1296
James J. Burns & Company
New York
$470K -$117K -535 -19%
HPM
1297
Hoxton Planning & Management
West Virginia
$470K +$173K +789 +55%
EWA
1298
Exencial Wealth Advisors
Oklahoma
$470K +$72K +329 +17%
RIG
1299
RiverFront Investment Group
Virginia
$467K +$122K +556 +34%
AIA
1300
AssuredPartners Investment Advisors
Florida
$467K +$1.09K +5 +0.2%