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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
651
Thompson Siegel & Walmsley
Virginia
$418K +$300K +3,000 +364%
AIM
652
Acropolis Investment Management
Missouri
$417K -$24K -240 -6%
PCM
653
Pointe Capital Management
Michigan
$415K +$6.31K +63 +2%
Empower Advisory Group
654
Empower Advisory Group
Colorado
$411K +$21.6K +216 +6%
PT
655
Plimoth Trust
Massachusetts
$408K -$7.51K -75 -2%
DIS
656
Diversified Investment Strategies
Louisiana
$402K
AWM
657
Apollon Wealth Management
South Carolina
$394K +$361K +3,603 New
CW
658
Connectus Wealth
Ohio
$394K +$2.2K +22 +0.6%
CWM
659
Concentric Wealth Management
California
$394K -$9.01K -90 -2%
MBT
660
Montecito Bank & Trust
California
$393K +$3.3K +33 +0.9%
CPIG
661
Chicago Partners Investment Group
Illinois
$392K +$347K +3,464 New
OTL
662
Oak Thistle LLC
New York
$390K +$124K +1,237 +53%
CW
663
CreativeOne Wealth
Kansas
$390K +$84.6K +845 +31%
MFG
664
Merit Financial Group
Georgia
$388K +$355K +3,548 New
DJSG
665
D.J. St. Germain
Massachusetts
$387K +$355K +3,541 New
BFEC
666
Benjamin F. Edwards & Company
Missouri
$385K +$43.1K +430 +14%
PCS
667
Personal CFO Solutions
New Jersey
$384K +$7.01K +70 +2%
CWM
668
Circle Wealth Management
New Jersey
$384K
AP
669
Americana Partners
Texas
$378K +$5.41K +54 +2%
RT
670
Rockland Trust
Massachusetts
$378K -$801 -8 -0.2%
XF
671
XML Financial
Maryland
$377K -$141K -1,409 -29%
HW
672
Hancock Whitney
Mississippi
$376K -$801 -8 -0.2%
VT
673
Vise Technologies
New York
$369K -$42.4K -423 -11%
WG
674
Winton Group
United Kingdom
$368K +$337K +3,367 New
YDMI
675
Y.D. More Investments
Israel
$367K -$20.1K -201 -6%