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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
1626
Cove Private Wealth
New York
$256K – – –
BFG
1627
Berger Financial Group
Minnesota
$255K -$2.87K -15 -1%
PWP
1628
Principle Wealth Partners
Connecticut
$255K -$17.6K -92 -7%
PA
1629
Planning Alternatives
Michigan
$254K +$242K +1,265 New
TGAM
1630
TBH Global Asset Management
Tennessee
$254K +$242K +1,264 New
QPW
1631
Quantum Private Wealth
Florida
$253K – – –
AHB
1632
Abner Herrman & Brock
New Jersey
$252K -$83.8K -438 -26%
CCFM
1633
Clear Creek Financial Management
Washington
$252K -$11.9K -62 -5%
BIG
1634
Brookwood Investment Group
Arizona
$251K -$142K -740 -37%
TIAA Trust, National Association
1635
TIAA Trust, National Association
North Carolina
$251K -$62.4K -326 -21%
LW
1636
Livet Wealth
Utah
$251K -$4.78K -25 -2%
LF
1637
Lantz Financial
Illinois
$251K -$765 -4 -0.3%
RLIM
1638
Red Lighthouse Investment Management
New York
$249K +$2.1K +11 +0.9%
HFS
1639
Howard Financial Services
Texas
$249K -$51.1K -267 -18%
AW
1640
Alteri Wealth
California
$249K -$13.8K -72 -5%
Belvedere Trading
1641
Belvedere Trading
Illinois
$249K +$237K +1,239 New
OPA
1642
Old Port Advisors
Maine
$248K +$2.49K +13 +1%
WPA
1643
West Paces Advisors
Georgia
$248K +$191 +1 +0.1%
FB
1644
First Bancorp
Maine
$248K – – –
WPC
1645
Waters Parkerson & Co
Louisiana
$248K – – –
MCCP
1646
Mission Creek Capital Partners
California
$248K -$9.56K -50 -4%
LWM
1647
LJI Wealth Management
Indiana
$247K – – –
TDB
1648
Thompson David Blair
$247K +$236K +1,233 New
AWA
1649
AGH Wealth Advisors
Kansas
$246K -$27.5K -144 -11%
IA
1650
Integrity Alliance
Iowa
$246K -$96.2K -503 -29%