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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1351
Bragg Financial Advisors
North Carolina
$525K -$16.7K -75 -3%
AFPL
1352
Advus Financial Partners, LLC
Florida
$525K -$200K -898 -29%
SMA
1353
Sage Mountain Advisors
Georgia
$524K -$115K -516 -19%
JG
1354
Jain Global
New York
$524K +$481K +2,161 New
CA
1355
CoreCap Advisors
Michigan
$523K -$134K -603 -22%
KLCM
1356
KG&L Capital Management
Louisiana
$521K
SWM
1357
Silverlake Wealth Management
Vermont
$520K -$33.6K -151 -7%
CWG
1358
Cornerstone Wealth Group
North Carolina
$519K +$31.8K +143 +7%
Fayez Sarofim & Co
1359
Fayez Sarofim & Co
Texas
$516K -$89K -400 -16%
MA
1360
MONECO Advisors
Connecticut
$515K +$14.5K +65 +3%
WAM
1361
Walker Asset Management
Missouri
$514K +$1.11K +5 +0.2%
BCG
1362
Breakwater Capital Group
New Jersey
$513K
IMC
1363
Investment Management Corporation
Virginia
$511K
FMLI
1364
Fukoku Mutual Life Insurance
Japan
$510K -$78.1K -351 -14%
TCBWMS
1365
Texas Capital Bank Wealth Management Services
Texas
$509K +$47.9K +215 +11%
APW
1366
Acima Private Wealth
Virginia
$508K
KPWG
1367
KFA Private Wealth Group
Virginia
$507K +$3.34K +15 +0.7%
CG
1368
Cynosure Group
Utah
$506K +$464K +2,086 New
HTIM
1369
Harbour Trust & Investment Management
Indiana
$505K
4WM
1370
44 Wealth Management
Oregon
$503K -$470K -2,113 -50%
OWCM
1371
One Wealth Capital Management
Arizona
$503K +$73.7K +331 +19%
IAA
1372
Ironsides Asset Advisors
North Carolina
$502K +$461K +2,071 New
SSC
1373
Syverson Strege & Co
Iowa
$501K -$13.8K -62 -3%
V
1374
ViaWealth
Kansas
$501K +$1.11K +5 +0.2%
V
1375
VeraBank
Texas
$500K +$12.2K +55 +3%