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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1501
Monument Capital Management
Virginia
$288K -$2.93K -14 -0.9%
TIAA Trust, National Association
1502
TIAA Trust, National Association
North Carolina
$288K -$4.47M -21,363 -93%
MW
1503
MBL Wealth
North Carolina
$288K +$330K +1,576 New
EP
1504
Essential Partners
California
$287K -$974K -4,656 -75%
DBRC
1505
D.B. Root & Company
Pennsylvania
$286K -$11.3K -54 -3%
NWM
1506
Northwest Wealth Management
Iowa
$284K -$215K -1,030 -40%
FWP
1507
Flatrock Wealth Partners
California
$284K -$28.4K -136 -8%
TL
1508
Tradewinds LLC
North Carolina
$284K +$50.2K +240 +19%
FMP
1509
Financial Management Professionals
Texas
$284K -$18.8K -90 -5%
PCM
1510
Princeton Capital Management
New Jersey
$284K +$64.2K +307 +25%
FBFS
1511
First Business Financial Services
Wisconsin
$284K
PP
1512
Patten & Patten
Tennessee
$284K
MHR
1513
Matthew Hamilton Rosenberg
$283K
BI
1514
Beckerman Institutional
New Jersey
$283K
PIFP
1515
Partners in Financial Planning
Virginia
$282K -$20.9K -100 -6%
PT
1516
Plimoth Trust
Massachusetts
$282K -$19.9K -95 -6%
SB
1517
SIG Brokerage
New York
$281K +$323K +1,543 New
PCM
1518
Passive Capital Management
Maryland
$281K +$8.79K +42 +3%
MM
1519
MQS Management
New York
$281K +$56.5K +270 +21%
NF
1520
Nikulski Financial
Iowa
$281K +$43.3K +207 +16%
WAG
1521
Winthrop Advisory Group
Massachusetts
$281K -$209 -1 -0.1%
FWI
1522
Facet Wealth Inc
Maryland
$281K +$322K +1,538 New
MMHP
1523
Murphy Middleton Hinkle & Parker
Georgia
$280K +$322K +1,537 New
IP
1524
Ignite Planners
California
$280K +$1.25K +6 +0.4%
AWM
1525
Accel Wealth Management
Iowa
$280K +$93.3K +446 +41%