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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
726
Fox Run Management
Connecticut
$221K +$227K +2,403 New
BCWM
727
Blue Chip Wealth Management
Florida
$220K +$852 +9 +0.4%
Loomis, Sayles & Company
728
Loomis, Sayles & Company
Massachusetts
$219K +$225K +2,381 New
AIP
729
Almanack Investment Partners
Pennsylvania
$213K -$19.6K -207 -8%
CFG
730
CKW Financial Group
Hawaii
$211K
FMLI
731
Fukoku Mutual Life Insurance
Japan
$211K
SFM
732
Signature Financial Management
Virginia
$211K
Nuveen Fund Advisors
733
Nuveen Fund Advisors
Illinois
$210K -$18.5K -195 -8%
MMHP
734
Murphy Middleton Hinkle & Parker
Georgia
$210K
MFW
735
Meristem Family Wealth
Minnesota
$210K +$216K +2,286 New
Lido Advisors
736
Lido Advisors
California
$209K +$1.7K +18 +0.8%
HCM
737
Harvest Capital Management
New Hampshire
$207K
BP
738
Ballentine Partners
Massachusetts
$207K +$10.2K +108 +5%
GCC
739
Guardian Capital (Canada)
Ontario, Canada
$207K +$213K +2,255 New
BFIM
740
Beese Fulmer Investment Management
Ohio
$205K
FWM
741
Focused Wealth Management
New York
$204K +$95 +1 +0%
AHB
742
Abner Herrman & Brock
New Jersey
$202K
CW
743
Cobiz Wealth
Colorado
$202K
MC
744
Martin & Co
Tennessee
$202K
PAI
745
Pittenger & Anderson Inc
Nebraska
$202K
VCM
746
Vigilant Capital Management
Maine
$198K +$180K +1,899 +730%
KC
747
KHP Capital
Oklahoma
$194K +$104K +1,100 +108%
CRC
748
Curi RMB Capital
Illinois
$191K +$662 +7 +0.3%
MYIA
749
Mount Yale Investment Advisors
Colorado
$186K -$1.04K -11 -0.5%
HFM
750
Hartford Financial Management
Connecticut
$186K