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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
701
CenterStar Asset Management
Illinois
$655K – – –
IMOV
702
Investment Management of Virginia
Virginia
$653K -$32.6K -200 -5%
PFGIA
703
Patriot Financial Group Insurance Agency
Massachusetts
$639K +$7.67K +47 +1%
PA
704
Probity Advisors
Texas
$637K -$74.9K -459 -10%
Atlantic Union Bankshares
705
Atlantic Union Bankshares
Virginia
$635K – – –
Cetera Advisor Networks
706
Cetera Advisor Networks
California
$633K -$304K -1,864 -32%
DJSG
707
D.J. St. Germain
Massachusetts
$632K – – –
Jump Financial
708
Jump Financial
Illinois
$631K -$274K -1,679 -30%
Hancock Whitney
709
Hancock Whitney
Mississippi
$626K +$5.88K +36 +0.9%
DCM
710
Dupont Capital Management
Delaware
$613K -$394K -2,413 -39%
Wealthspire Advisors (New York)
711
Wealthspire Advisors (New York)
New York
$613K +$398K +2,436 +181%
BAM
712
Blueshift Asset Management
New Jersey
$611K +$616K +3,774 New
Ashton Thomas Private Wealth
713
Ashton Thomas Private Wealth
Arizona
$608K +$3.59K +22 +0.6%
SG Americas Securities
714
SG Americas Securities
New York
$603K -$2.18M -13,350 -78%
SIG
715
Sky Investment Group
Connecticut
$603K – – –
GFP
716
Gryphon Financial Partners
Ohio
$601K +$160K +981 +36%
PTP
717
Platform Technology Partners
New York
$596K -$4.41K -27 -0.7%
Personal Capital Advisors
718
Personal Capital Advisors
California
$594K +$19.1K +117 +3%
CWM
719
Concentric Wealth Management
California
$593K -$1.63K -10 -0.3%
CIP
720
Convergence Investment Partners
Florida
$592K -$251K -1,537 -30%
Brighton Jones LLC
721
Brighton Jones LLC
Washington
$590K +$66.7K +409 +13%
Harvest Fund Management
722
Harvest Fund Management
China
$589K – – –
GTAM
723
Global Trust Asset Management
Florida
$571K – – –
MIM
724
Manitou Investment Management
Ontario, Canada
$567K – – –
FMW
725
Farr Miller & Washington
District of Columbia
$567K +$114K +697 +25%