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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
CGN Advisors
Kansas
$651K +$217K +2,037 +41%
WPW
552
Waldron Private Wealth
Pennsylvania
$649K -$35.5K -333 -5%
WS
553
Wedbush Securities
California
$646K -$56.3K -529 -7%
KPWS
554
Kestra Private Wealth Services
Texas
$645K -$219K -2,060 -23%
BBHC
555
Brown Brothers Harriman & Co
New York
$645K +$531K +4,986 +247%
MBT
556
Montecito Bank & Trust
California
$643K +$2.77K +26 +0.4%
PCM
557
Prelude Capital Management
New York
$641K +$741K +6,959 New
PM
558
Parametrica Management
Hong Kong
$637K +$736K +6,910 New
SM
559
Salzhauer Michael
$617K
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$615K -$157K -1,479 -20%
IC
561
IEQ Capital
California
$614K
IFAM
562
Institutional & Family Asset Management
Colorado
$614K
WVP
563
Worth Venture Partners
New Jersey
$614K +$710K +6,664 New
BTWM
564
Baker Tilly Wealth Management
Wisconsin
$606K +$2.88K +27 +0.4%
Fiera Capital (Canada)
565
Fiera Capital (Canada)
Quebec, Canada
$604K +$9.8K +92 +1%
CCM
566
Compton Capital Management
Rhode Island
$599K -$958 -9 -0.1%
CK
567
Cohen Klingenstein
New York
$595K
AF
568
Allworth Financial
California
$594K +$516K +4,849 +303%
RG
569
Renaissance Group
Kentucky
$580K -$23.5K -221 -3%
SLI
570
Sumitomo Life Insurance
Japan
$579K -$22.6K -212 -3%
CFCI
571
Comprehensive Financial Consultants Institutional
Indiana
$573K +$89.7K +842 +17%
BPA
572
Beacon Pointe Advisors
California
$573K +$201K +1,892 +44%
IIM
573
Intact Investment Management
Quebec, Canada
$572K +$660K +6,200 New
BAM
574
Blueshift Asset Management
New Jersey
$568K -$1.64M -15,377 -71%
CHC
575
City Holding Co
West Virginia
$565K +$4.79K +45 +0.7%