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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2076
Raffa Wealth Management
District of Columbia
$29.6K -$1.78K -8 -6%
MFT
2077
Moisand Fitzgerald Tamayo
Florida
$29.6K – – –
RWM
2078
RMG Wealth Management
Wisconsin
$29.5K – – –
AIA
2079
Aventus Investment Advisors
Florida
$29.1K +$4.45K +20 +20%
OCM
2080
Osterweis Capital Management
California
$28.6K +$26.3K +118 New
LAM
2081
LOM Asset Management
$27.9K – – –
CTWM
2082
Cherry Tree Wealth Management
Minnesota
$27.3K +$23.4K +105 +1,313%
TFG
2083
Team Financial Group
California
$27.1K – – –
PFSC
2084
Peoples Financial Services Corp
Pennsylvania
$26.9K – – –
AWM
2085
Abound Wealth Management
Tennessee
$26.5K +$445 +2 +2%
EWM
2086
Evolution Wealth Management
Florida
$25.9K +$20K +90 +529%
Penserra Capital Management
2087
Penserra Capital Management
California
$25K -$1.35M -6,051 -98%
MWPCG
2088
Measured Wealth Private Client Group
New Hampshire
$24.7K -$1.56K -7 -6%
HIA
2089
HFM Investment Advisors
New Jersey
$24.5K +$19.8K +89 +742%
GI
2090
GS Investments
Minnesota
$24.5K – – –
GC
2091
Gould Capital
Washington
$24.2K +$22.3K +100 New
PP
2092
Paladin Partners
Wisconsin
$24.2K +$22.3K +100 New
PCFFS
2093
Pacific Center for Financial Services
California
$23.6K – – –
QA
2094
Quattro Advisors
Pennsylvania
$23.6K +$21.6K +97 New
BCM
2095
Boreal Capital Management
Florida
$23.5K – – –
GWP
2096
Gen-Wealth Partners
Michigan
$23.3K – – –
JGCM
2097
Joseph Group Capital Management
Ohio
$23K +$21.1K +95 New
ACA
2098
American Capital Advisory
Idaho
$22.8K +$668 +3 +3%
SR
2099
Swiss Re
Switzerland
$22.1K +$20.3K +91 New
GCM
2100
Gables Capital Management
Florida
$21.8K – – –