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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PP
2026
PFS Partners
New Jersey
$5.66K -$10.7K -51 -62%
MTIC
2027
Missouri Trust & Investment Company
Missouri
$5.47K – – –
DWM
2028
Darwin Wealth Management
Florida
$5.19K – – –
CNBT
2029
Cornerstone National Bank & Trust
Illinois
$4.8K +$5.44K +26 New
RIAS
2030
Rachor Investment Advisory Services
Michigan
$4.76K +$5.44K +26 New
PWA
2031
Portus Wealth Advisors
North Carolina
$4.74K +$5.44K +26 New
CH
2032
CDKV Holdings
Colorado
$4.56K – – –
HCM
2033
Hollencrest Capital Management
California
$4.56K – – –
MLA
2034
MB, Levis & Associates
Pennsylvania
$4.56K – – –
FF
2035
Friedenthal Financial
New Jersey
$4.56K +$5.23K +25 New
IA
2036
IFS Advisors
Kansas
$4.56K – – –
1CP
2037
1015 Capital Partners
Pennsylvania
$4.38K -$1.25K -6 -20%
PWA
2038
Provenance Wealth Advisors
Florida
$4.38K – – –
HC
2039
Hurley Capital
New York
$4.24K -$33.7K -161 -88%
GFL
2040
Granite FO LLC
New Hampshire
$4.01K – – –
SA
2041
Scarborough Advisors
Maryland
$4.01K – – –
WestEnd Advisors
2042
WestEnd Advisors
North Carolina
$3.83K – – –
HI
2043
Hoey Investments
Pennsylvania
$3.65K – – –
HWM
2044
HighMark Wealth Management
Minnesota
$3.65K – – –
QWM
2045
Quaker Wealth Management
New Jersey
$3.47K -$6.07K -29 -60%
DI
2046
DAGCO Inc
Ohio
$3.47K – – –
SIS
2047
Strategic Investment Solutions
Illinois
$3.47K +$3.97K +19 New
CFFP
2048
Center for Financial Planning
Michigan
$3.28K – – –
WA
2049
Westfuller Advisors
New York
$3.26K -$24.9K -119 -87%
CA
2050
Crewe Advisors
Utah
$3.1K +$2.09K +10 +143%