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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
LC
676
Lindbrook Capital
California
$345K +$40.6K +388 +12%
CW
677
Connectus Wealth
Ohio
$344K +$374K +3,577 New
MBT
678
Montecito Bank & Trust
California
$343K -$320K -3,058 -46%
YDMI
679
Y.D. More Investments
Israel
$342K -$189K -1,805 -34%
Empower Advisory Group
680
Empower Advisory Group
Colorado
$342K +$371K +3,546 New
CWM
681
Circle Wealth Management
New Jersey
$337K -$18.6K -178 -5%
RT
682
Rockland Trust
Massachusetts
$333K -$19.4K -185 -5%
SA
683
Syntax Advisors
New York
$333K -$17.3K -165 -5%
VCG
684
Vantage Consulting Group
Virginia
$333K -$17.3K -165 -5%
HW
685
Hancock Whitney
Mississippi
$331K -$8.16K -78 -2%
MCC
686
Malaga Cove Capital
California
$331K +$126K +1,200 +54%
PCS
687
Personal CFO Solutions
New Jersey
$331K +$19.5K +186 +6%
AP
688
Americana Partners
Texas
$328K
CI
689
Conning Inc
Connecticut
$326K -$23K -220 -6%
BFM
690
Boothbay Fund Management
New York
$323K -$495K -4,729 -58%
GTAM
691
Global Trust Asset Management
Florida
$322K
SDWIA
692
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$321K
ORAM
693
One River Asset Management
Connecticut
$316K -$74.1K -708 -17%
OIA
694
OneDigital Investment Advisors
Kansas
$310K +$337K +3,224 New
LTI
695
Laffer Tengler Investments
Tennessee
$310K +$3.04K +29 +0.9%
GIA
696
Gateway Investment Advisers
Ohio
$310K +$1.15K +11 +0.3%
AC
697
Abbrea Capital
California
$309K +$27.9K +267 +9%
AA
698
ALPS Advisors
Colorado
$309K +$10.2K +97 +3%
IP
699
Ignite Planners
California
$308K
NA
700
NewEdge Advisors
Louisiana
$307K -$178K -1,696 -35%