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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1376
Physician Wealth Advisors
Utah
$2.15K +$1.13K +6 +100%
WestEnd Advisors
1377
WestEnd Advisors
North Carolina
$2.15K +$1.51K +8 +200%
WW
1378
Winnow Wealth
Texas
$2.15K +$567 +3 +33%
MSWA
1379
Marshall & Sterling Wealth Advisors
New York
$1.79K +$1.89K +10 New
KFI
1380
Key Financial Inc
Pennsylvania
$1.79K – – –
NL
1381
NVWM LLC
Pennsylvania
$1.61K – – –
RWM
1382
Ruedi Wealth Management
Illinois
$1.61K – – –
GP
1383
Greenline Partners
New York
$1.61K +$1.7K +9 New
BHWM
1384
Bay Harbor Wealth Management
Maryland
$1.61K +$1.7K +9 New
BFS
1385
Bare Financial Services
Pennsylvania
$1.43K +$1.51K +8 New
CTWM
1386
Cherry Tree Wealth Management
Minnesota
$1.34K – – –
DI
1387
DAGCO Inc
Ohio
$1.26K +$1.32K +7 New
BMC
1388
Bear Mountain Capital
Washington
$1.1K +$1.13K +6 New
LWANC
1389
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08K – – –
PWM
1390
Parkworth Wealth Management
California
$1.08K +$189 +1 +20%
1IA
1391
1620 Investment Advisors
Massachusetts
$992 – – –
CAIM
1392
Catherine Avery Investment Management
Florida
$897 +$944 +5 New
HIA
1393
HFM Investment Advisors
New Jersey
$718 +$756 +4 New
Q1WB
1394
Quest 10 Wealth Builders
Virginia
$681 +$756 +4 New
HHGA
1395
Halbert Hargrove Global Advisors
California
$630 +$756 +4 New
CA
1396
Crewe Advisors
Utah
$538 – – –
BI
1397
Binnacle Investments
Iowa
$538 +$567 +3 New
SFA
1398
Semmax Financial Advisors
North Carolina
$376 +$378 +2 New
RAM
1399
Riggs Asset Management
Pennsylvania
$359 – – –
CW
1400
Curio Wealth
Maryland
$357 +$189 +1 New