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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AP
526
Advisor Partners
California
$836K -$79.6K -919 -8%
PCA
527
Peddock Capital Advisors
Massachusetts
$830K -$133K -1,531 -12%
Creative Planning
528
Creative Planning
Kansas
$819K -$57.7K -666 -6%
CIBC World Market
529
CIBC World Market
Ontario, Canada
$813K -$205K -2,368 -18%
ARG
530
Advisory Resource Group
Oklahoma
$807K +$925K +10,681 New
ECM
531
Everence Capital Management
Indiana
$806K
HT
532
HighTower Trust
Texas
$802K -$179K -2,068 -16%
EP
533
Edgestream Partners
New Jersey
$802K +$450K +5,196 +96%
BWA
534
BDO Wealth Advisors
Florida
$798K -$31K -358 -3%
TAM
535
Tiverton Asset Management
Delaware
$787K
CANC
536
Culbertson A N & Co
Virginia
$774K +$139K +1,610 +19%
EBSAM
537
Eubel Brady & Suttman Asset Management
Ohio
$765K +$876K +10,119 New
CM
538
Caption Management
Oklahoma
$756K +$866K +10,000 New
FA
539
FDx Advisors
Illinois
$751K -$605K -6,987 -41%
OAMU
540
Ostrum Asset Management US
New York
$743K +$851K +9,825 New
FLI
541
Family Legacy Inc
South Carolina
$733K -$7.1K -82 -0.8%
PIA
542
Piedmont Investment Advisors
North Carolina
$733K +$180K +2,081 +27%
CIM
543
CIM Investment Management
Pennsylvania
$730K -$37.7K -435 -4%
PP
544
Palladium Partners
Virginia
$723K
PAMG
545
Patton Albertson Miller Group
Tennessee
$715K -$432K -4,992 -35%
VIM
546
Vista Investment Management
Pennsylvania
$710K +$89.6K +1,035 +12%
KRSITF
547
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$708K +$28.8K +332 +4%
CBN
548
Cadence Bank NA
Texas
$708K +$29.4K +340 +4%
Lazard Asset Management
549
Lazard Asset Management
New York
$701K +$802K +9,261 +37,044%
RCAG
550
Rehmann Capital Advisory Group
Michigan
$692K -$10.4K -120 -1%