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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
IMOV
676
Investment Management of Virginia
Virginia
$529K
TCOO
677
Trust Company of Oklahoma
Oklahoma
$527K -$232K -1,592 -28%
AIM
678
Allen Investment Management
New York
$525K
NERM
679
New England Research & Management
Illinois
$522K -$21.9K -150 -4%
MC
680
Moors & Cabot
Massachusetts
$522K +$48.8K +335 +9%
VVP
681
Venture Visionary Partners
Ohio
$521K -$237K -1,628 -29%
GA
682
Gateway Advisory
New Jersey
$517K +$136K +931 +31%
ATPW
683
Ashton Thomas Private Wealth
Arizona
$515K +$8.89K +61 +2%
PCS
684
Personal CFO Solutions
New Jersey
$506K +$120K +821 +27%
AUB
685
Atlantic Union Bankshares
Virginia
$505K -$11.1K -76 -2%
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$503K +$30.9K +212 +6%
DJSG
687
D.J. St. Germain
Massachusetts
$502K -$4.37K -30 -0.8%
GIA
688
Gateway Investment Advisers
Ohio
$501K -$14.4K -99 -3%
WMS
689
Wealth Management Solutions
Pennsylvania
$500K +$2.19K +15 +0.4%
LWM
690
Lyell Wealth Management
California
$499K +$554K +3,802 New
SAI
691
Systematic Alpha Investments
New Jersey
$496K -$379K -2,600 -41%
PTP
692
Platform Technology Partners
New York
$496K +$7.73K +53 +1%
EIP
693
Epoch Investment Partners
New York
$494K -$28.7M -196,568 -98%
CA
694
Calton & Associates
Florida
$494K +$15.7K +108 +3%
VF
695
Virtu Financial
New York
$492K +$546K +3,746 New
SIG
696
Sky Investment Group
Connecticut
$491K +$2.92K +20 +0.5%
PFO
697
Pathstone Family Office
New Jersey
$491K +$6.56K +45 +1%
BJL
698
Brighton Jones LLC
Washington
$490K -$3.5K -24 -0.6%
PA
699
Probity Advisors
Texas
$489K +$3.06K +21 +0.6%
LCM
700
Laurion Capital Management
New York
$488K -$6.38M -43,756 -92%