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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1576
LJI Wealth Management
Indiana
$262K
AFGAS
1577
Allegiance Financial Group Advisory Services
Virginia
$262K -$8.98K -41 -3%
LF
1578
LifePlan Financial
Minnesota
$262K -$31.3K -143 -10%
MPM
1579
MBB Public Markets
Illinois
$261K -$51.4K -235 -16%
EBA
1580
Eagle Bay Advisors
New York
$261K -$39.6K -181 -13%
RW
1581
Rede Wealth
Virginia
$261K +$268K +1,226 New
OC
1582
Oakworth Capital
Alabama
$260K
CWG
1583
Crown Wealth Group
North Carolina
$260K -$1.53K -7 -0.6%
CWM
1584
Chesapeake Wealth Management
Virginia
$259K
PFM
1585
Phillips Financial Management
Indiana
$258K +$266K +1,213 New
WSFG
1586
Wall Street Financial Group
Illinois
$257K +$23K +105 +10%
JCM
1587
Jacobsen Capital Management
Utah
$256K +$7.44K +34 +3%
HFP
1588
Holistic Financial Partners
Indiana
$256K +$35.7K +163 +16%
NL
1589
NWAM LLC
Washington
$256K +$7.44K +34 +3%
PWA
1590
Primoris Wealth Advisors
Florida
$256K
MCCP
1591
Mission Creek Capital Partners
California
$256K +$219 +1 +0.1%
PIA
1592
Perennial Investment Advisors
California
$256K +$876 +4 +0.3%
FG
1593
Fiduciary Group
Georgia
$256K
OPA
1594
Old Port Advisors
Maine
$256K -$3.28K -15 -1%
FCMC
1595
Founders Capital Management (Connecticut)
Connecticut
$255K
CH
1596
Canton Hathaway
Rhode Island
$255K +$43.8K +200 +20%
LWP
1597
LMG Wealth Partners
Louisiana
$254K
BCP
1598
Blackhawk Capital Partners
Wisconsin
$253K +$5.25K +24 +2%
WPC
1599
Waters Parkerson & Co
Louisiana
$253K -$21.9K -100 -8%
ISFAN
1600
Investor's Fiduciary Advisor Network
Washington
$253K