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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2026
Portus Wealth Advisors
North Carolina
$4.74K +$5.44K +26 New
CH
2027
CDKV Holdings
Colorado
$4.56K
HCM
2028
Hollencrest Capital Management
California
$4.56K
MLA
2029
MB, Levis & Associates
Pennsylvania
$4.56K
FF
2030
Friedenthal Financial
New Jersey
$4.56K +$5.23K +25 New
IA
2031
IFS Advisors
Kansas
$4.56K
1CP
2032
1015 Capital Partners
Pennsylvania
$4.38K -$1.25K -6 -20%
PWA
2033
Provenance Wealth Advisors
Florida
$4.38K
HC
2034
Hurley Capital
New York
$4.24K -$33.7K -161 -88%
GFL
2035
Granite FO LLC
New Hampshire
$4.01K
SA
2036
Scarborough Advisors
Maryland
$4.01K
WA
2037
WestEnd Advisors
North Carolina
$3.83K
HI
2038
Hoey Investments
Pennsylvania
$3.65K
HWM
2039
HighMark Wealth Management
Minnesota
$3.65K
QWM
2040
Quaker Wealth Management
New Jersey
$3.47K -$6.07K -29 -60%
DI
2041
DAGCO Inc
Ohio
$3.47K
SIS
2042
Strategic Investment Solutions
Illinois
$3.47K +$3.97K +19 New
CFFP
2043
Center for Financial Planning
Michigan
$3.28K
WA
2044
Westfuller Advisors
New York
$3.26K -$24.9K -119 -87%
CA
2045
Crewe Advisors
Utah
$3.1K +$2.09K +10 +143%
SRCM
2046
Signature Resources Capital Management
California
$3.1K +$2.93K +14 +467%
IRC
2047
Investors Research Corp
Georgia
$3.1K +$3.56K +17 New
BA
2048
Bard Associates
Illinois
$2.74K +$3.14K +15 New
SGFG
2049
Silver Grove Financial Group
New York
$2.74K +$3.14K +15 New
PS
2050
PayPay Securities
Japan
$2.61K +$2.72K +13 New