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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Cetera Advisors
Colorado
$303K +$7.75K +74 +2%
V
702
ViaWealth
Kansas
$303K +$73.1K +698 +28%
FMLI
703
Fukoku Mutual Life Insurance
Japan
$302K
EIP
704
Epoch Investment Partners
New York
$301K -$7.43K -71 -2%
SIG
705
Sargent Investment Group
Maryland
$301K +$5.23K +50 +2%
AHC
706
Adell Harriman & Carpenter
Texas
$299K -$254K -2,430 -44%
HT
707
HighTower Trust
Texas
$299K -$837 -8 -0.3%
BFEC
708
Benjamin F. Edwards & Company
Missouri
$297K -$94.2K -900 -23%
AWM
709
Axxcess Wealth Management
California
$297K +$323K +3,087 New
TI
710
tru Independence
Oregon
$293K +$628 +6 +0.2%
CTC
711
Central Trust Company
Missouri
$291K
KeyBank National Association
712
KeyBank National Association
Ohio
$290K +$53.2K +508 +20%
SWS
713
SYSTM Wealth Solutions
Illinois
$289K -$31.6K -302 -9%
WPC
714
Wedmont Private Capital
Pennsylvania
$289K +$318K +3,038 New
CSI
715
Cross Staff Investments
New York
$288K
HFM
716
Hartford Financial Management
Connecticut
$288K
ZCM
717
Ziegler Capital Management
Illinois
$287K -$26.5K -253 -8%
GA
718
Greenspring Advisors
Maryland
$287K +$7.54K +72 +2%
SFS
719
Sowell Financial Services
Arkansas
$283K +$308K +2,946 New
S
720
SimplyRich
California
$282K
SIA
721
Soltis Investment Advisors
Utah
$278K -$20.5K -196 -6%
MCCP
722
Mission Creek Capital Partners
California
$275K -$109K -1,040 -27%
VCA
723
Verdence Capital Advisors
Maryland
$274K -$314 -3 -0.1%
BJL
724
Brighton Jones LLC
Washington
$272K -$2.83K -27 -0.9%
PI
725
PineBridge Investments
New York
$271K -$9.79M -93,485 -97%