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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
RG
626
Renaissance Group
Kentucky
$924K -$237K -1,453 -20%
JWM
627
Jeppson Wealth Management
California
$916K +$29.2K +179 +3%
BWM
628
BerganKDV Wealth Management
Minnesota
$915K +$52.7K +323 +6%
ESCM
629
Echo Street Capital Management
New York
$915K +$418K +2,563 +83%
WG
630
Winton Group
United Kingdom
$907K +$480K +2,943 +111%
TCM
631
Twin Capital Management
Pennsylvania
$905K +$8.16K +50 +0.9%
AWM
632
Avitas Wealth Management
California
$895K -$7.51K -46 -0.8%
NRS
633
Neville Rodie & Shaw
New York
$884K
APA
634
American Portfolios Advisors
New York
$883K -$607K -3,717 -41%
IC
635
IEQ Capital
California
$882K +$261K +1,600 +42%
MA
636
Montag & Associates
Georgia
$878K -$102K -624 -10%
PFO
637
Pathstone Family Office
New Jersey
$868K +$198K +1,213 +29%
DAS
638
Dynamic Advisor Solutions
Arizona
$860K -$139K -852 -14%
ER
639
Enlightenment Research
Florida
$858K +$34.6K +212 +4%
UCI
640
Uncommon Cents Investing
Wisconsin
$850K -$8.16K -50 -0.9%
KA
641
Kintegral Advisory
New York
$848K
CIC
642
Crawford Investment Counsel
Georgia
$841K +$18.6K +114 +2%
VanEck Associates
643
VanEck Associates
New York
$834K +$62.3K +382 +8%
SHA
644
Seneca House Advisors
Virginia
$832K +$163 +1 +0%
FPB
645
First PREMIER Bank
South Dakota
$828K
FNT
646
First National Trust
Pennsylvania
$827K -$14K -86 -2%
SSG
647
Summit Securities Group
New York
$826K +$264K +1,620 +47%
HWA
648
Heritage Wealth Advisors
Virginia
$815K
MYLI
649
Meiji Yasuda Life Insurance
Japan
$811K -$97.9K -600 -11%
SACTSONJ
650
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$810K