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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
FM
601
Family Management
New York
$3.86M +$3.38M +18,129 New
TNB
602
Thomasville National Bank
Georgia
$3.77M -$566K -3,035 -15%
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.77M +$3.3M +17,701 New
XT
604
XTX Topco
Cayman Islands
$3.76M +$604K +3,239 +22%
BBWA
605
Bell & Brown Wealth Advisors
California
$3.72M +$3.27M +17,503 New
TCM
606
Tufton Capital Management
Maryland
$3.72M -$61.8K -331 -2%
Parallax Volatility Advisers
607
Parallax Volatility Advisers
California
$3.72M -$13.9M -74,395 -81%
DT
608
Diversified Trust
Tennessee
$3.71M +$321K +1,720 +11%
KPWS
609
Kestra Private Wealth Services
Texas
$3.7M +$2.16M +11,556 +198%
STA
610
Summit Trail Advisors
New York
$3.68M +$1.95M +10,470 +153%
KRSITF
611
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.67M +$1.16M +6,216 +56%
AP
612
Appleton Partners
Massachusetts
$3.66M +$3.21M +17,212 New
OSNBOA
613
Old Second National Bank of Aurora
Illinois
$3.66M +$3.21M +17,196 New
FTWA
614
Fifth Third Wealth Advisors
Ohio
$3.63M +$1.92M +10,290 +152%
FNBT
615
FineMark National Bank & Trust
Florida
$3.63M +$100K +538 +3%
LNWWM
616
Laird Norton Wetherby Wealth Management
California
$3.62M +$3.17M +17,004 New
GF
617
Gabelli Funds
New York
$3.61M +$375K +2,012 +13%
RCAG
618
Rehmann Capital Advisory Group
Michigan
$3.61M +$1.05M +5,617 +50%
FFM
619
Forum Financial Management
Illinois
$3.6M +$2.1M +11,263 +199%
CHAM
620
Clear Harbor Asset Management
Connecticut
$3.59M +$2.09M +11,221 +198%
YIA
621
YHB Investment Advisors
Connecticut
$3.58M +$246K +1,320 +9%
CFIA
622
Cantor Fitzgerald Investment Advisors
New York
$3.53M +$9.33K +50 +0.3%
PHK
623
Point72 Hong Kong
Hong Kong
$3.52M +$3.09M +16,550 New
AF
624
Allworth Financial
California
$3.51M +$2.09M +11,219 +212%
GT
625
Greenleaf Trust
Michigan
$3.48M +$1.01M +5,428 +50%