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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CSI
726
Cross Staff Investments
New York
$393K
HFM
727
Hartford Financial Management
Connecticut
$393K
PTP
728
Platform Technology Partners
New York
$393K -$90.4K -838 -23%
BL
729
Balentine LLC
Georgia
$392K -$165K -1,526 -34%
CCA
730
Checchi Capital Advisers
California
$387K +$17.3K +160 +6%
PMG
731
ProVise Management Group
Florida
$387K
JCM
732
Jacobi Capital Management
Pennsylvania
$385K +$19.2K +178 +6%
S
733
SimplyRich
California
$385K
Capstone Investment Advisors
734
Capstone Investment Advisors
New York
$382K -$1.28M -11,880 -80%
PFBT
735
Parkside Financial Bank & Trust
Missouri
$380K +$260K +2,408 +489%
VA
736
Vident Advisory
Georgia
$379K +$10.5K +97 +3%
FMLI
737
Fukoku Mutual Life Insurance
Japan
$375K -$29.7K -275 -9%
VSQM
738
V-Square Quantitative Management
Illinois
$372K
STA
739
Summit Trail Advisors
New York
$372K +$1.62K +15 +0.5%
HIA
740
Harbor Investment Advisory
Maryland
$371K
AAS
741
Ameritas Advisory Services
Nebraska
$370K -$73.9K -685 -20%
LNC
742
Lincoln National Corp
Pennsylvania
$370K -$27.1K -251 -8%
MFG
743
Merit Financial Group
Georgia
$368K +$9.17K +85 +3%
ZIG
744
Zullo Investment Group
Pennsylvania
$362K -$47.4K -439 -14%
SAM
745
Silvercrest Asset Management
New York
$362K +$70.2K +651 +31%
CPSAC
746
Chas P. Smith & Associates (CPS)
Florida
$361K
GCIM
747
Gunn & Company Investment Management
Florida
$361K +$297K +2,753 New
MWM
748
Modera Wealth Management
New Jersey
$360K -$354K -3,284 -54%
PCM
749
Pointe Capital Management
Michigan
$359K -$116K -1,080 -28%
SB
750
Sunflower Bank
Texas
$359K +$21.2K +197 +8%