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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
726
Personal CFO Solutions
New Jersey
$358K +$332K +2,814 New
FMW
727
Farr Miller & Washington
District of Columbia
$357K -$11.3K -96 -3%
FT
728
Fiduciary Trust
Massachusetts
$357K +$11.1K +94 +3%
QCG
729
Quadrant Capital Group
Ohio
$357K +$29.7K +252 +10%
KA
730
Kovack Advisors
Florida
$356K +$53.1K +451 +19%
RTC
731
Riverview Trust Company
Washington
$354K -$17.3K -147 -5%
FANJ
732
Financial Architects (New Jersey)
New Jersey
$351K +$325K +2,761 New
IC
733
IEQ Capital
California
$346K +$321K +2,723 New
AC
734
Abbrea Capital
California
$345K +$32.4K +275 +11%
LSAG
735
Lake Street Advisors Group
New Hampshire
$344K +$5.77K +49 +2%
FAM
736
Fulcrum Asset Management
United Kingdom
$342K
WP
737
WMS Partners
Maryland
$342K
CAI
738
Capital Advisors Inc
Oklahoma
$339K
OPA
739
Old Port Advisors
Maine
$338K +$1.3K +11 +0.4%
B
740
Bailard
California
$336K +$311K +2,643 New
PFA
741
Paradigm Financial Advisors
Missouri
$335K +$19.4K +165 +7%
NIM
742
NuWave Investment Management
New Jersey
$335K +$310K +2,630 New
Carson Wealth (CWM LLC)
743
Carson Wealth (CWM LLC)
Nebraska
$334K
WWM
744
Western Wealth Management
Colorado
$332K -$12.4K -105 -4%
Fiera Capital (Canada)
745
Fiera Capital (Canada)
Quebec, Canada
$332K +$11.2K +95 +4%
MAM
746
Martingale Asset Management
Massachusetts
$332K +$307K +2,602 New
Qube Research & Technologies (QRT)
747
Qube Research & Technologies (QRT)
United Kingdom
$328K +$304K +2,577 New
PWM
748
Palumbo Wealth Management
New York
$328K +$304K +2,581 New
CCB
749
Cutter & Co Brokerage
Missouri
$322K -$1.18K -10 -0.4%
LA
750
LVW Advisors
New York
$322K +$35.5K +301 +14%