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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
676
Check Capital Management
California
$207K
AL
677
Aspiriant LLC
California
$205K +$201K +2,479 New
HT
678
HighTower Trust
Texas
$205K +$202K +2,484 New
PTC
679
Private Trust Company
Ohio
$205K +$202K +2,486 New
CW
680
Cobiz Wealth
Colorado
$201K -$10.3K -127 -5%
BSW
681
Buckingham Strategic Wealth
Missouri
$201K -$975 -12 -0.5%
PWW
682
Pettyjohn Wood & White
Virginia
$200K
CG
683
Cutler Group
California
$199K +$196K +2,415 New
CFG
684
CKW Financial Group
Hawaii
$192K -$8.13K -100 -4%
FMLI
685
Fukoku Mutual Life Insurance
Japan
$190K
SC
686
SRB Corp
Massachusetts
$188K +$27.8K +342 +18%
FWM
687
Focused Wealth Management
New York
$183K
PR
688
Payden & Rygel
California
$163K
WG
689
Welch Group
Alabama
$146K
WIM
690
Westside Investment Management
California
$143K +$46K +566 +48%
EWM
691
Endurance Wealth Management
Rhode Island
$141K -$3.25K -40 -2%
WAM
692
Wealthspire Advisors (Maryland)
Maryland
$137K +$43K +529 +47%
CRC
693
Curi RMB Capital
Illinois
$136K -$325 -4 -0.2%
EA
694
Edge Advisors
Georgia
$127K -$16.3K -200 -11%
AAM
695
Advisors Asset Management
Colorado
$126K -$29.9K -368 -19%
EWM
696
Evercore Wealth Management
New York
$124K -$2.52K -31 -2%
IR
697
Invictus RG
Bermuda
$120K +$63.6K +783 +116%
SEC
698
Seven Eight Capital
New York
$116K +$16.3K +200 +17%
BTIS
699
BB&T Investment Services
North Carolina
$108K +$24.4K +300 +29%
AIM
700
Anchor Investment Management
South Carolina
$103K