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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
626
Kingsview Wealth Management
Oregon
$450K -$14.8K -138 -3%
UCI
627
Uncommon Cents Investing
Wisconsin
$449K -$40.1K -375 -7%
SHA
628
Seneca House Advisors
Virginia
$444K
AIP
629
Ameritas Investment Partners
Nebraska
$440K
BL
630
Balentine LLC
Georgia
$438K -$50.9K -476 -10%
BB
631
Busey Bank
Illinois
$437K -$50.1K -469 -9%
CL
632
CSS LLC
Illinois
$437K
SIG
633
Sky Investment Group
Connecticut
$436K
TAM
634
Trust Asset Management
Texas
$433K
IAA
635
Independent Advisor Alliance
North Carolina
$433K -$167K -1,558 -26%
MPIA
636
Mountain Pacific Investment Advisers
Idaho
$432K
AIM
637
Allen Investment Management
New York
$429K
SFG
638
Summit Financial Group
West Virginia
$428K
FSA
639
Franklin Street Advisors
North Carolina
$420K
PA
640
Profund Advisors
Maryland
$420K -$13.8K -129 -3%
LFA
641
LGT Financial Advisors
Texas
$413K
DPIM
642
Duff & Phelps Investment Management
Illinois
$411K -$2.57K -24 -0.6%
RIA
643
Richwood Investment Advisors
Ohio
$411K -$5.34K -50 -1%
BCM
644
Brookstone Capital Management
Illinois
$407K +$1.39K +13 +0.3%
1IA
645
1834 Investment Advisors
Wisconsin
$407K +$105K +978 +30%
VFA
646
Valeo Financial Advisors
Indiana
$404K -$82.4K -771 -16%
QCG
647
Quadrant Capital Group
Ohio
$398K -$8.98K -84 -2%
CI
648
Cigna Investments
Connecticut
$397K -$61.5K -575 -12%
PCM
649
Penserra Capital Management
California
$396K -$26K -243 -6%
SFI
650
Siemens Fonds Invest
Germany
$394K -$87K -814 -17%