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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
1951
Abich Financial Wealth Management
Virginia
$7.01K +$7.22K +33 New
FGAM
1952
Financial Gravity Asset Management
Texas
$7.01K +$7.22K +33 New
BHWM
1953
Bay Harbor Wealth Management
Maryland
$6.8K +$1.09K +5 +19%
APW
1954
Atlantic Private Wealth
North Carolina
$6.67K – – –
RWM
1955
Rialto Wealth Management
New York
$6.59K -$1.97K -9 -23%
1L
1956
10Elms LLP
Oklahoma
$6.59K – – –
MTIC
1957
Missouri Trust & Investment Company
Missouri
$6.38K – – –
PWA
1958
Principia Wealth Advisory
Texas
$6.38K +$657 +3 +11%
NL
1959
NVWM LLC
Pennsylvania
$6.17K – – –
DWM
1960
Darwin Wealth Management
Florida
$6K – – –
HCM
1961
Hollencrest Capital Management
California
$5.32K – – –
MLA
1962
MB, Levis & Associates
Pennsylvania
$5.32K – – –
IA
1963
IFS Advisors
Kansas
$5.31K – – –
PWA
1964
Provenance Wealth Advisors
Florida
$5.1K – – –
HC
1965
Hurley Capital
New York
$4.9K – – –
GFL
1966
Granite FO LLC
New Hampshire
$4.68K – – –
WCM
1967
Westend Capital Management
California
$4.68K – – –
WW
1968
Winnow Wealth
Texas
$4.47K -$61.1K -279 -93%
APW
1969
Aventura Private Wealth
Florida
$4.46K – – –
LC
1970
Luminist Capital
Michigan
$4.27K – – –
HWM
1971
HighMark Wealth Management
Minnesota
$4.25K – – –
HI
1972
Hoey Investments
Pennsylvania
$4.25K – – –
RS
1973
Rakuten Securities
Japan
$4.25K +$2.19K +10 +100%
GGI
1974
Godsey & Gibb Inc
Virginia
$4.25K +$4.38K +20 New
DI
1975
DAGCO Inc
Ohio
$4.04K – – –