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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1776
Compass Financial Services
Iowa
$60.6K +$53.2K +285 New
PCTC
1777
Perkins Coie Trust Company
Washington
$60.6K +$53.2K +285 New
FC
1778
Fairscale Capital
New Hampshire
$60K +$52.1K +279 New
BONH
1779
Bank of New Hampshire
New Hampshire
$59.1K
GWM
1780
Gitterman Wealth Management
New Jersey
$59.1K +$51.9K +278 New
LC
1781
Lavaca Capital
Texas
$58.5K
FFO
1782
Fortitude Family Office
Arizona
$58.5K +$29.1K +156 +131%
AWM
1783
Atticus Wealth Management
Florida
$58.3K +$51.1K +274 New
SFO
1784
Standard Family Office
South Dakota
$57K
RF
1785
Rossby Financial
Florida
$57K +$746 +4 +2%
LB
1786
Legacy Bridge
Iowa
$56.2K +$28.5K +153 +138%
EPIMS
1787
Evelyn Partners Investment Management Services
$55.3K
PWMG
1788
Private Wealth Management Group
New Jersey
$54.7K +$18.5K +99 +63%
CIAS
1789
CBIZ Investment Advisory Services
Ohio
$54.7K +$38.4K +206 +404%
NB
1790
NBT Bank
New York
$53.2K
CA
1791
Centerpoint Advisors
Massachusetts
$53K +$46.1K +247 New
BLC
1792
Brown, Lisle/Cummings
Rhode Island
$50.9K +$41.4K +222 +1,306%
MMCM
1793
Murphy & Mullick Capital Management
New York
$49.2K
PWAM
1794
Private Wealth Asset Management
Iowa
$48.7K +$1.31K +7 +3%
DPW
1795
DiNuzzo Private Wealth
Pennsylvania
$48.1K +$35.5K +190 +528%
RAM
1796
Riggs Asset Management
Pennsylvania
$45.3K +$39.4K +211 +10,550%
Loomis, Sayles & Company
1797
Loomis, Sayles & Company
Massachusetts
$44.3K -$6.53K -35 -14%
HC
1798
Hoese & Co
Minnesota
$43.4K +$38.1K +204 New
TLA
1799
Tanglewood Legacy Advisors
Texas
$43.2K +$37.9K +203 New
W
1800
WealthCollab
Washington
$42.6K