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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
701
Soltis Investment Advisors
Utah
$335K +$17K +170 +6%
TI
702
tru Independence
Oregon
$334K +$601 +6 +0.2%
IGAM
703
iA Global Asset Management
Quebec, Canada
$333K +$305K +3,044 New
CSI
704
Cross Staff Investments
New York
$328K
HFM
705
Hartford Financial Management
Connecticut
$328K
AC
706
Abbrea Capital
California
$324K -$25.5K -255 -8%
PMG
707
ProVise Management Group
Florida
$323K +$64.1K +640 +28%
S
708
SimplyRich
California
$321K
SA
709
Syntax Advisors
New York
$320K -$53K -529 -15%
VCG
710
Vantage Consulting Group
Virginia
$320K -$53K -529 -15%
CC
711
Centiva Capital
New York
$318K -$376K -3,755 -56%
EI
712
Ellevest Inc
New York
$315K +$270K +2,695 +1,481%
CCA
713
Checchi Capital Advisers
California
$314K +$28.3K +283 +11%
LNC
714
Lincoln National Corp
Pennsylvania
$310K +$40.1K +401 +16%
CWM
715
Cornerstone Wealth Management
Missouri
$305K +$11.9K +119 +4%
PCM
716
Parsons Capital Management
Rhode Island
$304K -$174K -1,742 -39%
CPSAC
717
Chas P. Smith & Associates (CPS)
Florida
$301K +$10K +100 +4%
ZIG
718
Zullo Investment Group
Pennsylvania
$296K +$54K +539 +25%
AL
719
Aspiriant LLC
California
$295K -$300 -3 -0.1%
UM
720
UniSuper Management
Australia
$295K +$270K +2,700 New
PA
721
Probity Advisors
Texas
$295K +$270K +2,695 New
JCM
722
Jacobi Capital Management
Pennsylvania
$290K -$388K -3,878 -59%
SB
723
Sunflower Bank
Texas
$287K +$3.4K +34 +1%
KeyBank National Association
724
KeyBank National Association
Ohio
$287K -$39.6K -396 -13%
SFO
725
Stokes Family Office
Louisiana
$286K +$10.3K +103 +4%