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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1826
Copia Wealth Management
Oregon
$73.5K -$36K -172 -30%
SWP
1827
Strategic Wealth Partners
Ohio
$72.9K +$1.05K +5 +1%
BTD
1828
BankPlus Trust Department
Mississippi
$72.4K
CG
1829
Curat Global
New Hampshire
$70.4K -$120K -575 -60%
ORAM
1830
One River Asset Management
Connecticut
$70.4K +$80.7K +386 New
JWM
1831
JPL Wealth Management
Colorado
$70.2K +$80.5K +385 New
DAM
1832
Delta Asset Management
Tennessee
$67.5K
NFSG
1833
Newbridge Financial Services Group
Florida
$67.3K +$20.1K +96 +35%
PGAM
1834
Princeton Global Asset Management
New Jersey
$66.6K -$2.93K -14 -4%
FLP
1835
Financial Life Planners
Arizona
$65.4K +$74.9K +358 New
Vanguard National Trust
1836
Vanguard National Trust
Pennsylvania
$65.1K +$74.7K +357 New
CCMW
1837
Cypress Capital Management (Wyoming)
Wyoming
$64.8K
PWA
1838
Physician Wealth Advisors
Utah
$64.2K -$7.53K -36 -9%
BWAM
1839
Boyd Watterson Asset Management
Ohio
$62.8K
OPTFSNA
1840
Old Point Trust & Financial Services N A
Virginia
$62.8K
BIA
1841
Bell Investment Advisors
California
$62.8K +$10.9K +52 +18%
T
1842
TrustBank
Illinois
$62K +$13.4K +64 +23%
CB
1843
Community Bank
New York
$61.8K +$3.35K +16 +5%
BFP
1844
Birchwood Financial Partners
Minnesota
$60.2K
CNBTD
1845
Citizens National Bank Trust Department
Mississippi
$59.8K
GEA
1846
Glen Eagle Advisors
New Jersey
$59.8K
PWMG
1847
Private Wealth Management Group
New Jersey
$59.7K +$14.6K +70 +27%
SWIM
1848
Smallwood Wealth Investment Management
New Jersey
$58.7K
NB
1849
NBT Bank
New York
$58.2K +$35.4K +169 +113%
CA
1850
Centerpoint Advisors
Massachusetts
$58K