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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
551
Petrus Trust Company
Texas
$632K +$321K +3,264 +92%
BTWM
552
Baker Tilly Wealth Management
Wisconsin
$623K +$12.3K +125 +2%
GT
553
Greenleaf Trust
Michigan
$620K -$61.6K -627 -9%
IFAM
554
Institutional & Family Asset Management
Colorado
$619K
TMAM
555
Tokio Marine Asset Management
Japan
$616K +$87.2K +887 +15%
MBT
556
Montecito Bank & Trust
California
$615K -$35.5K -361 -5%
SM
557
Salzhauer Michael
$615K -$7.87K -80 -1%
CFCI
558
Comprehensive Financial Consultants Institutional
Indiana
$609K +$13.5K +137 +2%
NL
559
Navalign LLC
California
$608K -$71.3K -725 -10%
CK
560
Cohen Klingenstein
New York
$600K
BCV
561
Banque Cantonale Vaudoise
Switzerland
$596K -$649K -6,600 -51%
DWP
562
Daymark Wealth Partners
Ohio
$588K +$621K +6,321 New
RG
563
Renaissance Group
Kentucky
$585K -$295 -3 -0%
BMCM
564
Burns Matteson Capital Management
New York
$583K +$617K +6,274 New
AF
565
Allworth Financial
California
$573K -$28.3K -288 -4%
HWM
566
Hohimer Wealth Management
Washington
$569K +$602K +6,122 New
NFA
567
Northern Financial Advisors
Michigan
$564K +$597K +6,070 New
Fiera Capital (Canada)
568
Fiera Capital (Canada)
Quebec, Canada
$564K -$52.3K -532 -8%
JCM
569
Jacobi Capital Management
Pennsylvania
$558K +$9.54K +97 +2%
PAG
570
Private Advisor Group
New Jersey
$555K +$233K +2,374 +22%
GT
571
Glenview Trust
Kentucky
$554K
SPC
572
Sigma Planning Corp
Michigan
$553K +$15.2K +155 +3%
DAS
573
Dynamic Advisor Solutions
Arizona
$550K +$55.1K +560 +10%
JFGIW
574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$549K +$5.41K +55 +0.9%
SLI
575
Sumitomo Life Insurance
Japan
$545K -$41.1K -418 -7%