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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
551
Southern Capital Advisors
Tennessee
$1.76M +$1.85M +9,790 New
FWCM
552
Ferguson Wellman Capital Management
Oregon
$1.75M -$8.31K -44 -0.4%
IAA
553
Independent Advisor Alliance
North Carolina
$1.73M +$53.1K +281 +3%
AWM
554
Axxcess Wealth Management
California
$1.73M +$642K +3,400 +55%
MAM
555
Meeder Asset Management
Ohio
$1.72M -$558K -2,954 -24%
CCC
556
Compass Capital Corp
Massachusetts
$1.72M +$94.3K +499 +5%
WIA
557
World Investment Advisors
California
$1.72M -$73.9K -391 -4%
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$1.71M +$44.2K +234 +3%
CP
559
Cumberland Partners
Ontario, Canada
$1.7M +$1.79M +9,500 New
BHBT
560
Burke & Herbert Bank & Trust
Virginia
$1.7M +$52.5K +278 +3%
S
561
SignatureFD
Georgia
$1.7M -$2.27K -12 -0.1%
BBHC
562
Brown Brothers Harriman & Co
New York
$1.69M -$9.45K -50 -0.5%
CFG
563
Citizens Financial Group
Rhode Island
$1.68M +$374K +1,978 +27%
LCM
564
Legato Capital Management
California
$1.68M -$302K -1,598 -15%
KWM
565
Kingsview Wealth Management
Oregon
$1.68M +$201K +1,065 +13%
PAS
566
Point72 Asia (Singapore)
Singapore
$1.68M -$156K -826 -8%
MF
567
Manuka Financial
Virginia
$1.67M +$189 +1 +0%
CA
568
Cornerstone Advisors
North Carolina
$1.67M
HAG
569
HighPoint Advisor Group
Illinois
$1.66M +$43.3K +229 +3%
Envestnet Portfolio Solutions
570
Envestnet Portfolio Solutions
Illinois
$1.66M -$1.77M -9,346 -50%
BEI
571
Benjamin Edwards Inc
Missouri
$1.65M +$456K +2,412 +36%
PGFC
572
Peapack-Gladstone Financial Corp
New Jersey
$1.65M -$156K -828 -8%
BIM
573
Bridges Investment Management
Nebraska
$1.64M
RCG
574
Regatta Capital Group
California
$1.63M +$51K +270 +3%
GCP
575
GSA Capital Partners
United Kingdom
$1.63M -$115K -610 -6%