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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1951
Elevation Wealth Partners
California
$19.7K -$8.37K -40 -27%
HNW
1952
High Note Wealth
Minnesota
$19.2K -$10.5K -50 -32%
SSG
1953
Summit Securities Group
New York
$18.8K -$228K -1,088 -91%
MWPCG
1954
Measured Wealth Private Client Group
New Hampshire
$18.6K – – –
PP
1955
Paladin Partners
Wisconsin
$18.2K – – –
HIA
1956
HFM Investment Advisors
New Jersey
$18.1K -$418 -2 -2%
ACA
1957
American Capital Advisory
Idaho
$18.1K +$1.05K +5 +5%
FFC
1958
First Financial Corp
Indiana
$17.7K -$47.9K -229 -70%
BCM
1959
Boreal Capital Management
Florida
$17.7K – – –
BAM
1960
Byrne Asset Management
New Jersey
$17.7K +$5.02K +24 +33%
GWP
1961
Gen-Wealth Partners
Michigan
$17.5K – – –
SR
1962
Swiss Re
Switzerland
$16.6K – – –
IWM
1963
IMG Wealth Management
Florida
$16.6K +$9.83K +47 +107%
YP
1964
YANKCOM Partnership
South Dakota
$16.6K +$12.6K +60 +194%
HWP
1965
Highline Wealth Partners
California
$16.4K -$9.62K -46 -34%
GCM
1966
Gables Capital Management
Florida
$16.4K – – –
VWM
1967
Vermillion Wealth Management
Minnesota
$16.1K +$8.58K +41 +87%
WAU
1968
Wellington-Altus USA
Manitoba, Canada
$16.1K +$2.09K +10 +14%
CFM
1969
Cornerstone Financial Management
Massachusetts
$15.7K +$3.35K +16 +23%
SIM
1970
Synergy Investment Management
Florida
$15.5K +$17.8K +85 New
EFG International
1971
EFG International
$14.8K -$1.21M -5,778 -99%
SC
1972
Steph & Co
Wisconsin
$14.8K – – –
NECFA
1973
New England Capital Financial Advisors
Connecticut
$14.8K – – –
MGI
1974
Miller Global Investments
Texas
$14.4K – – –
HHCP
1975
Hilton Head Capital Partners
South Carolina
$13.9K – – –