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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CBN
376
Cadence Bank NA
Texas
$1.26M +$20.1K +301 +2%
SW
377
SVB Wealth
Massachusetts
$1.26M +$46.3K +693 +4%
AIM
378
ARGA Investment Management
Connecticut
$1.25M +$31.8K +475 +3%
ASN
379
Advisory Services Network
Georgia
$1.24M +$11.7K +175 +1%
AI
380
Atria Investments
North Carolina
$1.23M +$9.56K +143 +0.8%
FWCM
381
Ferguson Wellman Capital Management
Oregon
$1.23M -$159K -2,371 -12%
DCM
382
Dupont Capital Management
Delaware
$1.22M +$115K +1,726 +11%
BS
383
Banco Santander
Spain
$1.22M -$191K -2,859 -14%
WIS
384
Wright Investors Service
Connecticut
$1.19M -$1.4M -20,947 -56%
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$1.19M +$142K +2,120 +15%
VAS
386
Vestmark Advisory Solutions
Massachusetts
$1.17M -$76.9K -1,150 -7%
ACI
387
Alpha Cubed Investments
California
$1.17M +$1.08M +16,229 New
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$1.16M -$773K -11,564 -42%
OC
389
Oppenheimer & Co
New York
$1.16M -$30.2K -451 -3%
IRF
390
IBM Retirement Fund
New York
$1.16M +$276K +4,134 +35%
CWM
391
Circle Wealth Management
New Jersey
$1.14M -$196K -2,938 -16%
BWA
392
BDO Wealth Advisors
Florida
$1.14M +$2.94K +44 +0.3%
PWLP
393
Prio Wealth Limited Partnership
Massachusetts
$1.13M -$70.6K -1,056 -6%
PVWM
394
Point View Wealth Management
New Jersey
$1.12M -$84K -1,257 -7%
LIA
395
LS Investment Advisors
Michigan
$1.12M +$24.7K +370 +2%
WSTAM
396
Wilbanks Smith & Thomas Asset Management
Virginia
$1.09M +$1.27K +19 +0.1%
MAM
397
Martingale Asset Management
Massachusetts
$1.08M -$2.22M -33,194 -69%
ATC
398
Argent Trust Co
Tennessee
$1.07M -$239K -3,573 -19%
WGCA
399
Wolf Group Capital Advisors
Virginia
$1.07M -$7.22K -108 -0.7%
YIA
400
YHB Investment Advisors
Connecticut
$1.07M +$997K +14,913 New