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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
1951
Cherry Tree Wealth Management
Minnesota
$1.6K – – –
DF
1952
DecisionPoint Financial
Arizona
$1.51K +$1.31K +7 New
Q1WB
1953
Quest 10 Wealth Builders
Virginia
$1.45K +$560 +3 +75%
RPA
1954
Redwood Park Advisors
California
$1.28K -$11.9K -64 -91%
PWM
1955
Proathlete Wealth Management
Florida
$1.28K +$1.12K +6 New
CAIM
1956
Catherine Avery Investment Management
Florida
$1.06K – – –
ACM
1957
Anfield Capital Management
California
$1.06K +$933 +5 New
CCM
1958
Copeland Capital Management
Pennsylvania
$1.06K +$933 +5 New
HFS
1959
Horizon Financial Services
North Carolina
$1.06K +$933 +5 New
AT
1960
Arlington Trust
Alabama
$851 +$746 +4 New
CA
1961
Crewe Advisors
Utah
$426 -$187 -1 -33%
NCM
1962
Northwest Capital Management
Oregon
$335 – – –
LFA
1963
LGT Financial Advisors
Texas
$213 +$187 +1 New
EC
1964
Eminence Capital
New York
– -$144M -801,742 Closed
Jane Street
1965
Jane Street
New York
– -$44.4M -237,810 Closed
DFO
1966
Duquesne Family Office
New York
– -$35.4M -197,670 Closed
BGIM
1967
Brandywine Global Investment Management
Pennsylvania
– -$31.4M -175,090 Closed
CF
1968
Corebridge Financial
Texas
– -$15.2M -85,021 Closed
CM
1969
Caption Management
Oklahoma
– -$11.7M -65,000 Closed
MC
1970
Maplelane Capital
New York
– -$10.2M -57,001 Closed
CM
1971
Castleark Management
Illinois
– -$8.2M -45,730 Closed
PI
1972
PGGM Investments
Netherlands
– -$7.45M -41,572 Closed
ACL
1973
Azora Capital LP
Florida
– -$7.35M -40,976 Closed
TA
1974
TKG Advisors
Indiana
– -$5.01M -27,939 Closed
CIC
1975
Chase Investment Counsel
Virginia
– -$3.83M -21,351 Closed