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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
MC
651
Moors & Cabot
Massachusetts
$385K +$65.3K +613 +17%
VVP
652
Venture Visionary Partners
Ohio
$384K +$745 +7 +0.2%
VAS
653
Vestmark Advisory Solutions
Massachusetts
$383K +$6.18K +58 +1%
BL
654
Balentine LLC
Georgia
$383K +$214K +2,006 +93%
CC
655
Centiva Capital
New York
$375K -$2.15M -20,166 -83%
MFP
656
Meridian Financial Partners
Virginia
$375K +$94.6K +888 +29%
IMOV
657
Investment Management of Virginia
Virginia
$372K
SG
658
Stonnington Group
California
$371K +$415K +3,900 New
MCCP
659
Mission Creek Capital Partners
California
$370K -$2.13K -20 -0.5%
RWB
660
RMR Wealth Builders
New Jersey
$369K
CL
661
CSS LLC
Illinois
$369K +$426K +4,000 New
QCM
662
Quantinno Capital Management
New York
$368K -$367K -3,447 -46%
SI
663
Stephens Inc
Arkansas
$368K +$24.3K +228 +6%
SIG
664
Sky Investment Group
Connecticut
$367K +$21.8K +205 +5%
SWM
665
Spire Wealth Management
Virginia
$362K -$87K -817 -17%
ZCM
666
Ziegler Capital Management
Illinois
$359K +$30.1K +283 +8%
KWM
667
Kingsview Wealth Management
Oregon
$358K +$32.5K +305 +9%
WMS
668
Wealth Management Solutions
Pennsylvania
$354K +$2.24K +21 +0.5%
WANY
669
Wealthspire Advisors (New York)
New York
$352K +$65.5K +615 +19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
670
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$350K -$19.8M -185,716 -98%
AC
671
ASB Consultores
Florida
$350K -$5.22K -49 -1%
PTP
672
Platform Technology Partners
New York
$350K +$4.15K +39 +1%
WFA
673
Wipfli Financial Advisors
Wisconsin
$350K +$405K +3,801 New
LWM
674
Lyell Wealth Management
California
$349K -$4.58K -43 -1%
MCM
675
MAI Capital Management
Ohio
$346K +$400K +3,757 New