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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1426
Cyndeo Wealth Partners
Florida
$347K -$338K -1,542 -49%
SIM
1427
Sentry Investment Management
Wisconsin
$347K -$63.5K -290 -15%
AIP
1428
Almanack Investment Partners
Pennsylvania
$346K -$71.6K -327 -17%
CFG
1429
Carter Financial Group
Illinois
$345K +$84.1K +384 +31%
FFG
1430
First Financial Group
North Carolina
$344K +$876 +4 +0.2%
A
1431
Allianz
Germany
$342K
LFM
1432
LGT Fund Management
Liechtenstein
$342K
BWM
1433
Bernard Wealth Management
Michigan
$340K
RA
1434
Ruggaard & Associates
Ohio
$340K
WAG
1435
Winthrop Advisory Group
Massachusetts
$340K +$27.4K +125 +8%
WF
1436
WoodTrust Financial
Wisconsin
$340K
SL
1437
Sentinus LLC
Illinois
$340K +$96.1K +439 +38%
PCP
1438
Proficio Capital Partners
Massachusetts
$339K -$627K -2,865 -64%
CIEC
1439
Crédit Industriel et Commercial
France
$338K -$218K -997 -39%
PA
1440
Probity Advisors
Texas
$338K -$15.1K -69 -4%
SFC
1441
SYM Financial Corp
Indiana
$338K +$6.79K +31 +2%
FSC
1442
Full Sail Capital
Oklahoma
$337K +$347K +1,586 New
MIM
1443
Marco Investment Management
Georgia
$337K
LSIA
1444
LaSalle St. Investment Advisors
Illinois
$335K +$346K +1,580 New
WRPWM
1445
Werba Rubin Papier Wealth Management
California
$335K +$8.98K +41 +3%
GWANC
1446
Guardian Wealth Advisors (North Carolina)
North Carolina
$334K +$68.3K +312 +25%
DBRC
1447
D.B. Root & Company
Pennsylvania
$334K +$5.25K +24 +2%
MWA
1448
Medallion Wealth Advisors
Connecticut
$334K
SB
1449
Strategic Blueprint
Georgia
$334K +$72.5K +331 +27%
FSA
1450
Fort Sheridan Advisors
Illinois
$331K