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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
726
ProVise Management Group
Florida
$286K
S
727
SimplyRich
California
$285K
AL
728
Aspiriant LLC
California
$283K +$23.1K +216 +8%
CW
729
CreativeOne Wealth
Kansas
$279K -$74.3K -695 -19%
YDMI
730
Y.D. More Investments
Israel
$277K -$70.5K -659 -20%
VSQM
731
V-Square Quantitative Management
Illinois
$275K +$210K +1,961 +224%
HIA
732
Harbor Investment Advisory
Maryland
$275K -$212K -1,983 -41%
STA
733
Summit Trail Advisors
New York
$274K +$24.1K +225 +9%
TWC
734
TD Waterhouse Canada
Ontario, Canada
$272K -$27.3K -255 -9%
VA
735
Vident Advisory
Georgia
$271K +$299K +2,795 New
CWM
736
Cornerstone Wealth Management
Missouri
$271K +$107 +1 +0%
CCA
737
Checchi Capital Advisers
California
$271K -$8.02K -75 -3%
NICM
738
Neo Ivy Capital Management
New York
$270K -$52.7K -493 -15%
JCM
739
Jacobi Capital Management
Pennsylvania
$268K +$11.4K +107 +4%
CPSAC
740
Chas P. Smith & Associates (CPS)
Florida
$267K
CA
741
Cetera Advisors
Colorado
$266K -$54.6K -511 -16%
PWW
742
Pettyjohn Wood & White
Virginia
$265K +$64.1K +600 +28%
MFG
743
Merit Financial Group
Georgia
$264K -$88.2K -825 -23%
UM
744
UniSuper Management
Australia
$262K
GIA
745
Gateway Investment Advisers
Ohio
$262K -$41.5K -388 -13%
SFO
746
Stokes Family Office
Louisiana
$262K +$8.66K +81 +3%
PCM
747
Parsons Capital Management
Rhode Island
$261K -$9.09K -85 -3%
CI Investments Inc
748
CI Investments Inc
Ontario, Canada
$260K +$175K +1,633 +156%
WJWM
749
Williams Jones Wealth Management
New York
$259K +$285K +2,670 New
KeyBank National Association
750
KeyBank National Association
Ohio
$259K +$5.34K +50 +2%