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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
651
Wedmont Private Capital
Pennsylvania
$548K +$114K +1,061 +35%
Jones Financial Companies
652
Jones Financial Companies
Missouri
$546K +$236K +2,187 +111%
FDCDDQ
653
Federation des caisses Desjardins du Quebec
Quebec, Canada
$545K -$2.81M -26,053 -86%
AAG
654
Armstrong Advisory Group
Massachusetts
$542K +$20.5K +190 +5%
CFG
655
Citizens Financial Group
Rhode Island
$541K +$445K +4,126 New
RIA
656
Richwood Investment Advisors
Ohio
$538K -$13.5K -125 -3%
CI
657
Cigna Investments
Connecticut
$536K -$431 -4 -0.1%
LSAG
658
Lake Street Advisors Group
New Hampshire
$530K +$436K +4,044 New
AIA
659
Angeles Investment Advisors
California
$530K -$109K -1,008 -20%
SFP
660
Sweet Financial Partners
Minnesota
$528K
RWB
661
RMR Wealth Builders
New Jersey
$524K
A
662
AlphaQuest
New York
$522K +$430K +3,982 New
PAS
663
Park Avenue Securities
New York
$521K +$29.9K +277 +7%
SWS
664
SYSTM Wealth Solutions
Illinois
$514K +$17.2K +159 +4%
IFU
665
iSAM Funds (UK)
United Kingdom
$510K +$419K +3,887 New
WWM
666
Western Wealth Management
Colorado
$509K -$4.21K -39 -1%
BTWM
667
Baker Tilly Wealth Management
Wisconsin
$509K -$122K -1,133 -23%
CT
668
ClearAlpha Technologies
Connecticut
$505K +$416K +3,854 New
BCM
669
Brookstone Capital Management
Illinois
$505K -$58.2K -540 -12%
AIM
670
ARGA Investment Management
Connecticut
$503K -$265K -2,460 -39%
SC
671
Syon Capital
California
$491K +$77.2K +716 +24%
RAM
672
RWC Asset Management
United Kingdom
$487K +$401K +3,716 New
CA
673
Cetera Advisors
Colorado
$487K +$105K +975 +36%
PTC
674
Private Trust Company
Ohio
$486K +$1.94K +18 +0.5%
MC
675
Moors & Cabot
Massachusetts
$485K +$3.34K +31 +0.8%