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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2226
TopTier Wealth Management
Wisconsin
-$116K -635 Closed
CA
2227
Cache Advisors
California
-$115K -630 Closed
IAAG
2228
Innovative Asset Advisors Group
Connecticut
-$102K -557 Closed
MR
2229
Munich Reinsurance
-$98.9K -542 Closed
WG
2230
Wellington Group
Indiana
-$94.5K -518 Closed
KC
2231
Knuff & Co
California
-$91.2K -500 Closed
TPWA
2232
Twin Peaks Wealth Advisors
California
-$75.1K -411 Closed
BOJHT
2233
Bank of Jackson Hole Trust
Wyoming
-$56.4K -309 Closed
CIAM
2234
Caitong International Asset Management
Hong Kong
-$54.7K -300 Closed
MIFH
2235
Migdal Insurance & Financial Holdings
Israel
-$48.9K -268 Closed
LWMI
2236
Legacy Wealth Management (Idaho)
Idaho
-$44.7K -245 Closed
HIC
2237
Hamrick Investment Counsel
Washington
-$44.5K -244 Closed
TGY2IT
2238
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$40.7K -223 Closed
AIA
2239
Aventus Investment Advisors
Florida
-$38.3K -210 Closed
WOSD
2240
WFA of San Diego
California
-$27.7K -152 Closed
BA
2241
Ballast Advisors
Minnesota
-$27K -148 Closed
EA
2242
Evergreen Advisors
Tennessee
-$23.5K -129 Closed
TFG
2243
Team Financial Group
California
-$20.4K -112 Closed
SC
2244
Steph & Co
Wisconsin
-$14.8K -81 Closed
WA
2245
Whipplewood Advisors
Colorado
-$13.3K -73 Closed
MWC
2246
MBM Wealth Consultants
Missouri
-$12.8K -70 Closed
GWSA
2247
Global Wealth Strategies & Associates
Colorado
-$10.9K -60 Closed
CW
2248
Curio Wealth
Maryland
-$10.2K -56 Closed
ECM
2249
Estabrook Capital Management
New York
-$10.2K -56 Closed
MWM
2250
Magnolia Wealth Management
Alabama
-$9.12K -50 Closed