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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
Glenview Trust
576
Glenview Trust
Kentucky
$549K -$5.11K -48 -0.8%
JWM
577
Jeppson Wealth Management
California
$549K +$9.26K +87 +1%
Pendal Group
578
Pendal Group
Australia
$547K -$394K -3,701 -38%
JCM
579
Jacobi Capital Management
Pennsylvania
$545K +$108K +1,014 +21%
APA
580
American Portfolios Advisors
New York
$540K -$7.45K -70 -1%
OQS
581
Occudo Quantitative Strategies
Florida
$540K -$510K -4,790 -45%
Ritholtz Wealth Management
582
Ritholtz Wealth Management
New York
$537K +$379K +3,560 +157%
Sigma Planning Corp
583
Sigma Planning Corp
Michigan
$534K +$342K +3,215 +125%
Tokio Marine Asset Management
584
Tokio Marine Asset Management
Japan
$529K +$39.5K +371 +7%
TD Private Client Wealth
585
TD Private Client Wealth
New York
$517K -$103K -963 -15%
MAA
586
Matrix Asset Advisors
New York
$507K – – –
VI
587
Versor Investments
New York
$506K -$880K -8,268 -60%
KA
588
Kintegral Advisory
New York
$505K – – –
SP
589
Symmetry Partners
Connecticut
$505K – – –
TD Waterhouse Canada
590
TD Waterhouse Canada
Ontario, Canada
$502K -$8.41K -79 -2%
SFI
591
Siemens Fonds Invest
Germany
$500K -$30.5K -286 -5%
S
592
Seeyond
France
$497K -$22.3K -209 -4%
AWA
593
Aaron Wealth Advisors
Illinois
$494K -$54.1K -508 -9%
Dynamic Advisor Solutions
594
Dynamic Advisor Solutions
Arizona
$494K +$6.71K +63 +1%
Brinker Capital Investments
595
Brinker Capital Investments
Pennsylvania
$492K +$67.2K +631 +13%
NRS
596
Neville Rodie & Shaw
New York
$489K -$16K -150 -3%
Prospera Financial Services
597
Prospera Financial Services
Texas
$482K +$67.4K +633 +14%
TC
598
TownSquare Capital
Utah
$481K +$48.8K +458 +10%
Crawford Investment Counsel
599
Crawford Investment Counsel
Georgia
$465K -$2.13K -20 -0.4%
XF
600
XML Financial
Maryland
$465K +$322K +3,025 +150%