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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
476
Park Avenue Securities
New York
$1.02M +$590 +6 +0.1%
RCAG
477
Rehmann Capital Advisory Group
Michigan
$1.01M +$19.3K +196 +2%
V
478
Veritable
Delaware
$995K +$115K +1,168 +12%
WIA
479
Westbourne Investment Advisors
Maryland
$990K -$177K -1,800 -14%
PAM
480
Panagora Asset Management
Massachusetts
$983K +$229K +2,334 +28%
TC
481
TownSquare Capital
Utah
$977K +$520K +5,289 +101%
SLWA
482
San Luis Wealth Advisors
California
$973K +$1.03M +10,469 New
USAA
483
United Services Automobile Association
Texas
$965K -$470K -4,781 -32%
WANY
484
Wealthspire Advisors (New York)
New York
$965K +$645K +6,560 +172%
EWM
485
Evercore Wealth Management
New York
$963K +$1.02M +10,364 New
SIC
486
Salem Investment Counselors
North Carolina
$962K
CAM
487
Cresset Asset Management
Illinois
$958K -$154K -1,567 -11%
TCBWMS
488
Texas Capital Bank Wealth Management Services
Texas
$950K
LAM
489
L2 Asset Management
Massachusetts
$949K -$324K -3,294 -24%
MNBTD
490
Moody National Bank Trust Division
Texas
$945K +$393 +4 +0%
CIA
491
Choate Investment Advisors
Massachusetts
$945K -$1.97K -20 -0.2%
LNWWM
492
Laird Norton Wetherby Wealth Management
California
$941K -$13.7K -139 -1%
CANY
493
Caxton Associates (New York)
New York
$938K +$993K +10,095 New
AF
494
Ally Financial
Michigan
$930K
AAI
495
American Assets Inc
California
$930K
CAG
496
Crestwood Advisors Group
Massachusetts
$925K -$26.3K -268 -3%
Cetera Investment Advisers
497
Cetera Investment Advisers
Illinois
$924K +$512K +5,203 +110%
EBSAM
498
Eubel Brady & Suttman Asset Management
Ohio
$921K -$40.6K -413 -4%
RCM
499
RNC Capital Management
California
$906K +$959K +9,750 New
DT
500
Diversified Trust
Tennessee
$899K -$103K -1,044 -10%