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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
GT
701
Glenview Trust
Kentucky
$912K
BP
702
Ballentine Partners
Massachusetts
$909K +$180K +951 +23%
CC
703
Centiva Capital
New York
$906K +$955K +5,054 New
ATPW
704
Ashton Thomas Private Wealth
Arizona
$901K +$21.7K +115 +2%
SACTSONJ
705
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$897K
MWM
706
Modern Wealth Management
Kansas
$894K +$45K +238 +5%
PCS
707
Personal CFO Solutions
New Jersey
$893K +$154K +817 +20%
MCC
708
Malaga Cove Capital
California
$882K -$4.91K -26 -0.5%
NW
709
NewEdge Wealth
Pennsylvania
$881K +$80.1K +424 +9%
BTWM
710
Baker Tilly Wealth Management
Wisconsin
$881K +$16.4K +87 +2%
CW
711
CreativeOne Wealth
Kansas
$879K +$41K +217 +5%
PIM
712
Plato Investment Management
Australia
$877K -$26.1K -138 -3%
CPBTD
713
Central Pacific Bank - Trust Division
Hawaii
$874K -$104K -550 -10%
CFM
714
Catalyst Funds Management
Australia
$871K +$540K +2,860 +143%
BO
715
Bank OZK
Arkansas
$868K -$52.3K -277 -5%
KeyBank National Association
716
KeyBank National Association
Ohio
$865K -$9.45K -50 -1%
SC
717
Syon Capital
California
$862K +$206K +1,088 +29%
IIM
718
Intact Investment Management
Quebec, Canada
$861K
VVP
719
Venture Visionary Partners
Ohio
$857K +$264K +1,400 +41%
NP
720
NorthRock Partners
Minnesota
$851K +$162K +856 +22%
WSFS
721
Wilmington Savings Fund Society
Delaware
$841K +$82.4K +436 +10%
SHA
722
Seneca House Advisors
Virginia
$837K -$15.3K -81 -2%
PC
723
Permanens Capital
New York
$834K +$248K +1,314 +39%
EP
724
Edgestream Partners
New Jersey
$826K +$200K +1,060 +30%
SIA
725
Soltis Investment Advisors
Utah
$826K +$27.2K +144 +3%