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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
676
Pathstone Family Office
New Jersey
$378K -$10.9K -89 -2%
QCG
677
Quadrant Capital Group
Ohio
$378K +$39.5K +323 +10%
CCA
678
Checchi Capital Advisers
California
$378K +$67.4K +551 +19%
ZCM
679
Ziegler Capital Management
Illinois
$376K +$177K +1,447 +67%
OPS
680
Orion Portfolio Solutions
Nebraska
$374K +$20.3K +166 +5%
KWM
681
Kingsview Wealth Management
Oregon
$373K -$61.4K -502 -12%
PTC
682
Private Trust Company
Ohio
$373K +$2.08K +17 +0.5%
MC
683
Moors & Cabot
Massachusetts
$372K -$50.5K -413 -10%
4WM
684
44 Wealth Management
Oregon
$371K +$611 +5 +0.1%
IP
685
Ignite Planners
California
$367K -$103K -843 -20%
SFA
686
Sequoia Financial Advisors
Ohio
$367K +$69.1K +565 +19%
ATPW
687
Ashton Thomas Private Wealth
Arizona
$365K -$50.6K -414 -11%
ACP
688
Aveo Capital Partners
Colorado
$363K +$426K +3,488 New
GTAM
689
Global Trust Asset Management
Florida
$357K -$12.3K -101 -3%
Lido Advisors
690
Lido Advisors
California
$355K -$216K -1,763 -34%
AP
691
Americana Partners
Texas
$354K
VCA
692
Verdence Capital Advisors
Maryland
$354K +$978 +8 +0.2%
VFP
693
Verus Financial Partners
Virginia
$353K +$367 +3 +0.1%
LC
694
Lindbrook Capital
California
$352K +$35.6K +291 +9%
RTC
695
Riverview Trust Company
Washington
$349K +$45K +368 +12%
SDWIA
696
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$348K
EIP
697
Epoch Investment Partners
New York
$342K -$58.2K -476 -13%
GIA
698
Gladstone Institutional Advisory
Florida
$341K +$3.3K +27 +0.8%
AC
699
Abbrea Capital
California
$340K -$22.5K -184 -5%
DGAM
700
Desjardins Global Asset Management
Quebec, Canada
$339K -$139K -1,134 -26%