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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
RG
1751
Rathbones Group
United Kingdom
$211K +$202K +1,054 New
FWM
1752
Focused Wealth Management
New York
$211K +$202K +1,054 New
TCWM
1753
Total Clarity Wealth Management
Illinois
$211K +$201K +1,052 New
CFG
1754
Carter Financial Group
Illinois
$211K -$20.3K -106 -9%
4WM
1755
49 Wealth Management
Texas
$210K +$201K +1,049 New
A
1756
Alongside
Texas
$210K +$201K +1,049 New
PSP
1757
Principal Street Partners
Tennessee
$210K +$201K +1,049 New
CFS
1758
Commonwealth Financial Services
West Virginia
$210K +$201K +1,049 New
WA
1759
WealthTrust Axiom
Pennsylvania
$210K +$200K +1,048 New
CIP
1760
Convergence Investment Partners
Florida
$210K -$27.4K -143 -12%
Fayez Sarofim & Co
1761
Fayez Sarofim & Co
Texas
$210K -$207K -1,082 -51%
SW
1762
SlateStone Wealth
Florida
$209K -$47.4K -248 -19%
PMG
1763
ProVise Management Group
Florida
$209K +$199K +1,040 New
QPWM
1764
Quadrant Private Wealth Management
Pennsylvania
$208K +$198K +1,037 New
GWP
1765
Gateway Wealth Partners
Wisconsin
$208K -$231K -1,210 -54%
EFSCE
1766
Enterprise Financial Services Corp (EFSC)
Missouri
$207K +$198K +1,033 New
AAM
1767
Aureus Asset Management
Massachusetts
$207K +$197K +1,031 New
EB
1768
Exchange Bank
California
$207K -$16.3K -85 -8%
WAL
1769
W Advisors LLC
Tennessee
$207K +$197K +1,029 New
OFG
1770
Orcam Financial Group
California
$206K +$197K +1,028 New
RF
1771
Roxbury Financial
New Jersey
$205K – – –
PIWA
1772
Prevail Innovative Wealth Advisors
Kansas
$205K +$196K +1,022 New
AMPWP
1773
Alvarez & Marsal Private Wealth Partners
Florida
$204K -$268K -1,399 -58%
FHB
1774
First Hawaiian Bank
Hawaii
$204K +$195K +1,019 New
LCM
1775
Liberty Capital Management
Michigan
$204K +$195K +1,019 New