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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
601
Aveo Capital Partners
Colorado
$483K -$1.67M -15,969 -76%
CPWA
602
Cerro Pacific Wealth Advisors
California
$482K +$229K +2,192 +78%
UCI
603
Uncommon Cents Investing
Wisconsin
$481K
SACTSONJ
604
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$481K
FPB
605
First PREMIER Bank
South Dakota
$480K -$16.9K -161 -3%
SEC
606
Seven Eight Capital
New York
$472K -$1.71M -16,329 -77%
SFI
607
Siemens Fonds Invest
Germany
$469K -$4.5K -43 -0.9%
BPA
608
Beacon Pointe Advisors
California
$468K +$77.8K +743 +18%
XF
609
XML Financial
Maryland
$467K +$6.7K +64 +1%
FFM
610
Forum Financial Management
Illinois
$464K +$105 +1 +0%
PWM
611
PBMares Wealth Management
Virginia
$463K
PL
612
Perpetual Ltd
Australia
$460K +$501K +4,784 New
KWM
613
Kingsview Wealth Management
Oregon
$460K +$51.2K +489 +11%
AIP
614
Ameritas Investment Partners
Nebraska
$454K
IC
615
IEQ Capital
California
$453K +$164K +1,563 +50%
SHA
616
Seneca House Advisors
Virginia
$453K +$209 +2 +0%
CI
617
Cigna Investments
Connecticut
$449K -$10.8K -103 -2%
SI
618
Stephens Inc
Arkansas
$449K +$75.5K +721 +18%
FMAEN1
619
Fund Management at Engine No 1
California
$445K +$44.1K +421 +10%
VanEck Associates
620
VanEck Associates
New York
$438K -$1.76M -16,783 -79%
Carson Wealth (CWM LLC)
621
Carson Wealth (CWM LLC)
Nebraska
$438K +$104K +991 +28%
GFP
622
Gryphon Financial Partners
Ohio
$436K +$37.7K +360 +9%
PA
623
Profund Advisors
Maryland
$435K -$16.6K -159 -3%
MC
624
Moors & Cabot
Massachusetts
$435K +$11.3K +108 +2%
PCM
625
Parsons Capital Management
Rhode Island
$435K -$8.79K -84 -2%