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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CF
601
Copperwynd Financial
Arizona
$464K -$9.8K -92 -2%
UCI
602
Uncommon Cents Investing
Wisconsin
$462K -$5.86K -55 -1%
EVM
603
Evelyn V. Moreno
$462K +$66.5K +625 +14%
SACTSONJ
604
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$461K
IAA
605
Independent Advisor Alliance
North Carolina
$460K -$84.7K -795 -14%
WT
606
Whittier Trust
California
$457K +$355K +3,332 +204%
FPB
607
First PREMIER Bank
South Dakota
$456K -$745 -7 -0.1%
CGL
608
Clarius Group LLC
Washington
$447K +$44.1K +414 +9%
NA
609
NewEdge Advisors
Louisiana
$446K -$20.4K -192 -4%
FFM
610
Forum Financial Management
Illinois
$445K -$133K -1,248 -21%
PWM
611
PBMares Wealth Management
Virginia
$444K -$10.6K -100 -2%
SC
612
Sonen Capital
California
$442K
CI
613
Cigna Investments
Connecticut
$440K -$46.7K -439 -8%
MYAM
614
Meiji Yasuda Asset Management
Japan
$439K -$85.2K -800 -14%
SC
615
Savant Capital
Illinois
$439K -$28K -263 -5%
SHA
616
Seneca House Advisors
Virginia
$438K -$10.6K -100 -2%
Cetera Investment Advisers
617
Cetera Investment Advisers
Illinois
$437K -$212K -1,989 -30%
AIP
618
Ameritas Investment Partners
Nebraska
$435K -$20.7K -194 -4%
PIFP
619
Partners in Financial Planning
Virginia
$435K
RIA
620
Richwood Investment Advisors
Ohio
$432K
SF
621
SBK Financial
Virginia
$430K -$69.2K -650 -12%
BW
622
Bison Wealth
Georgia
$429K +$496K +4,661 New
FNT
623
First National Trust
Pennsylvania
$427K -$5.64K -53 -1%
CCM
624
CAAS Capital Management
New York
$426K -$40.8K -383 -8%
MWM
625
Modera Wealth Management
New Jersey
$421K +$486K +4,565 New