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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
726
Zeke Capital Advisors
Pennsylvania
$281K – – –
CSI
727
Cross Staff Investments
New York
$279K – – –
HFM
728
Hartford Financial Management
Connecticut
$279K – – –
MWP
729
MYCIO Wealth Partners
Pennsylvania
$275K – – –
AC
730
Abbrea Capital
California
$274K -$7.08K -72 -2%
HT
731
HighTower Trust
Texas
$273K -$688 -7 -0.2%
S
732
SimplyRich
California
$273K – – –
IIC
733
Integrated Investment Consultants
Michigan
$272K +$287K +2,924 New
GA
734
Greenspring Advisors
Maryland
$271K +$32.1K +327 +13%
CreativeOne Wealth
735
CreativeOne Wealth
Kansas
$268K -$1.08K -11 -0.4%
Lincoln National Corp
736
Lincoln National Corp
Pennsylvania
$268K +$38.3K +390 +16%
Brighton Jones LLC
737
Brighton Jones LLC
Washington
$265K -$9.04K -92 -3%
VCA
738
Verdence Capital Advisors
Maryland
$265K -$33.7K -343 -11%
Equitable Holdings
739
Equitable Holdings
New York
$264K +$46.7K +475 +20%
CPWA
740
Cerro Pacific Wealth Advisors
California
$262K +$11.1K +113 +4%
SB
741
Sunflower Bank
Texas
$262K -$149K -1,518 -35%
Clearstead Advisors
742
Clearstead Advisors
Ohio
$262K +$65.9K +670 +31%
GIA
743
Gladstone Institutional Advisory
Florida
$261K -$16.4K -167 -6%
M
744
Mirova
France
$259K +$274K +2,790 New
PAM
745
Premier Asset Management
Illinois
$259K -$71.4K -726 -21%
Jones Financial Companies
746
Jones Financial Companies
Missouri
$258K -$172K -1,750 -39%
RTC
747
Riverview Trust Company
Washington
$254K +$787 +8 +0.3%
Capital International Inc
748
Capital International Inc
California
$254K +$268K +2,728 New
CPO
749
Cerity Partners OCIO
New York
$253K +$267K +2,720 New
SVWAG
750
Sound View Wealth Advisors Group
Georgia
$253K -$56.3K -573 -23%