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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
N
601
Natixis
France
$737K -$7.24M -49,653 -90%
DAS
602
Dynamic Advisor Solutions
Arizona
$733K +$77.4K +531 +11%
HIA
603
Harbor Investment Advisory
Maryland
$721K +$542K +3,717 +210%
QI
604
Qtron Investments
Massachusetts
$717K
AG
605
Ascent Group
Virginia
$714K -$246K -1,687 -24%
NRS
606
Neville Rodie & Shaw
New York
$714K
AWM
607
Affinity Wealth Management
Delaware
$714K +$175K +1,200 New
SWM
608
Spire Wealth Management
Virginia
$707K -$456K -3,127 -37%
KA
609
Kintegral Advisory
New York
$703K +$17.5K +120 +2%
SF
610
SBK Financial
Virginia
$698K
AIP
611
Ameritas Investment Partners
Nebraska
$693K -$43.7K -300 -5%
TSS
612
Two Sigma Securities
New York
$680K -$4.52K -31 -0.6%
MYAM
613
Meiji Yasuda Asset Management
Japan
$679K -$131K -900 -15%
Lido Advisors
614
Lido Advisors
California
$679K +$48.6K +333 +7%
CF
615
Copperwynd Financial
Arizona
$673K +$22.9K +157 +3%
CIC
616
Crawford Investment Counsel
Georgia
$664K
UCI
617
Uncommon Cents Investing
Wisconsin
$664K
HWA
618
Heritage Wealth Advisors
Virginia
$660K
SACTSONJ
619
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$656K
SIA
620
Schechter Investment Advisors
Michigan
$653K +$61.7K +423 +9%
FNT
621
First National Trust
Pennsylvania
$652K -$10.9K -75 -1%
FPB
622
First PREMIER Bank
South Dakota
$652K
PWM
623
PBMares Wealth Management
Virginia
$646K
ES
624
Eagle Strategies
New York
$643K +$79.5K +545 +13%
CFCI
625
Comprehensive Financial Consultants Institutional
Indiana
$639K -$12.7K -87 -2%