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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1301
Atlantic Edge Private Wealth Management
Florida
$13.4K
GWSA
1302
Global Wealth Strategies & Associates
Colorado
$13.4K
IWP
1303
IAG Wealth Partners
Wisconsin
$13.4K
AA
1304
Ancora Advisors
Ohio
$13.3K
BAM
1305
Byrne Asset Management
New Jersey
$13.1K
AWM
1306
Abound Wealth Management
Tennessee
$13K -$3.21K -17 -19%
RPA
1307
Redwood Park Advisors
California
$12.6K
KA
1308
Kozak & Associates
Colorado
$12.5K
NC
1309
North Capital
Utah
$12.2K +$12.8K +68 New
WTA
1310
Washington Trust Advisors
Massachusetts
$12K
QL
1311
Quarry LP
New York
$11.3K -$48K -254 -80%
HWP
1312
Highline Wealth Partners
California
$11.1K +$4.72K +25 +68%
CMP
1313
Coston McIsaac & Partners
Maine
$11K
MFT
1314
Moisand Fitzgerald Tamayo
Florida
$10.8K
TCA
1315
Trifecta Capital Advisors
Illinois
$10.6K +$11.1K +59 New
SIC
1316
SJS Investment Consulting
Ohio
$9.86K
CSC
1317
Caldwell Sutter Capital
California
$9.32K
CIAS
1318
CBIZ Investment Advisory Services
Ohio
$9.14K +$6.23K +33 +183%
AW
1319
Avion Wealth
Texas
$9K
PA
1320
PSI Advisors
Florida
$8.96K
WBC
1321
West Branch Capital
Massachusetts
$8.79K
CPG
1322
Cornerstone Planning Group
New Jersey
$8.65K +$6.23K +33 +206%
CTC
1323
Cetera Trust Company
Minnesota
$8.25K
IHWM
1324
Iron Horse Wealth Management
Iowa
$8.25K +$8.69K +46 New
CAM
1325
Chesapeake Asset Management
New York
$7.89K