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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
BL
601
BFSG LLC
California
$567K +$531K +5,512 New
MA
602
MUFG Americas
New York
$556K -$212K -2,195 -29%
MBT
603
Montecito Bank & Trust
California
$552K -$4.05K -42 -0.8%
SHA
604
Seneca House Advisors
Virginia
$546K
SC
605
SRB Corp
Massachusetts
$546K
AA
606
Argent Advisors
Louisiana
$546K +$514K +5,335 New
BRWA
607
B. Riley Wealth Advisors
Florida
$545K +$135K +1,397 +36%
DPIM
608
Duff & Phelps Investment Management
Illinois
$542K
FHB
609
First Hawaiian Bank
Hawaii
$534K -$4.43K -46 -0.9%
TU
610
TDAM USA
Ontario, Canada
$525K -$297K -3,077 -38%
LOAME
611
Lombard Odier Asset Management (Europe)
United Kingdom
$522K
NFG
612
Next Financial Group
Texas
$520K -$3.66K -38 -0.7%
FWM
613
Frontier Wealth Management
Missouri
$517K -$16.7K -173 -3%
SACTSONJ
614
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$515K
CC
615
ClearArc Capital
Ohio
$511K -$205K -2,130 -30%
GLR
616
Great Lakes Retirement
Ohio
$510K +$478K +4,958 New
DIA
617
Dana Investment Advisors
Wisconsin
$508K +$476K +4,935 New
PWM
618
PBMares Wealth Management
Virginia
$506K +$474K +4,920 New
CCA
619
Checchi Capital Advisers
California
$503K +$5.2K +54 +1%
HSA
620
HBK Sorce Advisory
Pennsylvania
$502K +$158K +1,641 +51%
CI Investments Inc
621
CI Investments Inc
Ontario, Canada
$501K -$536K -5,562 -53%
BUB
622
BBVA USA Bancshares
Texas
$501K +$469K +4,868 New
KA
623
Kintegral Advisory
New York
$494K
PTP
624
Platform Technology Partners
New York
$493K +$462K +4,791 New
APA
625
American Portfolios Advisors
New York
$492K -$14.6K -152 -3%