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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
551
Patriot Financial Group Insurance Agency
Massachusetts
$566K
ANRIA
552
American National Registered Investment Advisor
Texas
$559K -$122K -1,475 -18%
BA
553
Boston Advisors
Massachusetts
$553K -$8.75M -106,199 -94%
VIA
554
Virtus Investment Advisers
Connecticut
$551K -$58.7K -712 -10%
IFAM
555
Institutional & Family Asset Management
Colorado
$546K +$3.21K +39 +0.6%
PP
556
PagnatoKarp Partners
Virginia
$541K +$25.1K +304 +5%
CIM
557
CIM Investment Management
Pennsylvania
$540K -$29.6K -359 -5%
CANY
558
Caxton Associates (New York)
New York
$533K -$16.5K -200 -3%
PCM
559
Parsons Capital Management
Rhode Island
$527K -$16.5K -200 -3%
FWM
560
Frontier Wealth Management
Missouri
$526K
MPIA
561
Mountain Pacific Investment Advisers
Idaho
$525K -$137K -1,661 -21%
Cerity Partners
562
Cerity Partners
New York
$517K +$503K +6,103 New
MYLI
563
Meiji Yasuda Life Insurance
Japan
$510K +$496K +6,020 New
LOAME
564
Lombard Odier Asset Management (Europe)
United Kingdom
$509K
NJBEST
565
New Jersey Better Educational Savings Trust
New Jersey
$508K
RIM
566
Rampart Investment Management
Connecticut
$503K +$25.4K +308 +5%
GFPC
567
Global Financial Private Capital
Florida
$494K +$481K +5,835 New
SI
568
SII Investments
Wisconsin
$482K +$45.8K +555 +11%
DWA
569
Douglass Winthrop Advisors
New York
$474K
YP
570
Yellowstone Partners
Idaho
$472K +$459K +5,573 New
FNBOO
571
First National Bank of Omaha
Nebraska
$462K
DPIM
572
Duff & Phelps Investment Management
Illinois
$460K -$1.65K -20 -0.4%
GWM
573
Geneos Wealth Management
Colorado
$458K +$2.64K +32 +0.6%
KP
574
Keel Point
Alabama
$453K
RW
575
REDW Wealth
New Mexico
$445K