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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
2051
ORG Wealth Partners
Texas
$37.1K -$173K -778 -84%
CWP
2052
Concord Wealth Partners
Virginia
$36.8K -$33.2K -149 -50%
FUBT
2053
First United Bank & Trust
Maryland
$36.8K – – –
WOSD
2054
WFA of San Diego
California
$36.8K – – –
GA
2055
GoalVest Advisory
New York
$36.4K – – –
NB
2056
NBT Bank
New York
$36.4K +$33.4K +150 New
EWP
2057
Elevation Wealth Partners
California
$35.9K +$1.78K +8 +6%
WTA
2058
Washington Trust Advisors
Massachusetts
$34.7K – – –
CMP
2059
Coston McIsaac & Partners
Maine
$34K -$5.12K -23 -14%
WWM
2060
Wolff Wiese Magana
California
$33.4K -$12.7K -57 -29%
HHMI
2061
Howard Hughes Medical Institute
Maryland
$33.2K – – –
SFG
2062
Strive Financial Group
Indiana
$33.2K +$30.5K +137 New
WA
2063
Westfuller Advisors
New York
$33.2K +$26.5K +119 +661%
HWP
2064
Highline Wealth Partners
California
$33K – – –
KBFS
2065
Kohmann Bosshard Financial Services
Ohio
$33K +$30.3K +136 New
PUI
2066
Purpose Unlimited Inc
$32.7K +$30.1K +135 New
RBC
2067
Roble Belko & Company
Pennsylvania
$32K – – –
FCMT
2068
Founders Capital Management (Texas)
Texas
$32K – – –
MW
2069
Merited Wealth
Florida
$31.7K +$29.2K +131 New
SC
2070
Solstein Capital
California
$31.5K – – –
RS
2071
Rakuten Securities
Japan
$31.5K +$24.5K +110 +550%
SN
2072
Sittner & Nelson
Oregon
$31.2K – – –
OW
2073
Olistico Wealth
Oklahoma
$30.1K +$27.6K +124 New
CW
2074
CrossGen Wealth
North Carolina
$29.8K +$27.4K +123 New
Kayne Anderson Rudnick Investment Management
2075
Kayne Anderson Rudnick Investment Management
California
$29.8K +$1.78K +8 +7%