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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Endurance Wealth Management
Rhode Island
$161K
WG
702
Welch Group
Alabama
$155K
PMFA
703
Plante Moran Financial Advisors
Michigan
$154K +$106K +1,310 +290%
JFGIW
704
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K -$7.66K -95 -6%
JIC
705
Joel Isaacson & Co
New York
$124K
IDBONY
706
Israel Discount Bank of New York
New York
$123K +$114K +1,415 New
IIC
707
Integrated Investment Consultants
Michigan
$120K +$12.1K +150 +12%
QCG
708
Quadrant Capital Group
Ohio
$119K -$242 -3 -0.2%
AIM
709
Advantage Investment Management
Iowa
$112K +$6.61K +82 +7%
AIM
710
Anchor Investment Management
South Carolina
$108K
CAM
711
ClariVest Asset Management
California
$108K -$46.4K -576 -32%
CGT
712
Capital Guardian Trust
California
$107K -$5.88K -73 -6%
EA
713
Edge Advisors
Georgia
$107K +$101K +1,249 New
PVH
714
Psagot Value Holdings
Israel
$105K +$96.7K +1,200 New
JWM
715
Jacobus Wealth Management
Wisconsin
$103K +$94.9K +1,177 New
EWM
716
Evercore Wealth Management
New York
$101K -$21.2K -263 -18%
NCM
717
Nelson Capital Management
California
$97K +$89.5K +1,110 New
PHK
718
Point72 Hong Kong
Hong Kong
$97K +$89.5K +1,110 New
SIC
719
Salem Investment Counselors
North Carolina
$96K +$2.82K +35 +3%
Acadian Asset Management
720
Acadian Asset Management
Massachusetts
$93K -$676K -8,379 -89%
WAM
721
Wealthspire Advisors (Maryland)
Maryland
$93K +$6.61K +82 +8%
BTIS
722
BB&T Investment Services
North Carolina
$92K +$83.4K +1,034 New
Carson Wealth (CWM LLC)
723
Carson Wealth (CWM LLC)
Nebraska
$90K +$40.6K +504 +96%
HFM
724
Hartford Financial Management
Connecticut
$89K
FCA
725
Florence Capital Advisors
New York
$87K +$80.6K +1,000 New