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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$45K – – –
AWM
752
AllSquare Wealth Management
New York
$44K – – –
TIM
753
Tortoise Investment Management
New York
$44K – – –
DSC
754
Duncker Streett & Co
Missouri
$42K +$8.4K +100 +26%
BL
755
Balentine LLC
Georgia
$41K +$39.5K +470 New
DOA
756
D'Orazio & Associates
Virginia
$40K – – –
TRCT
757
Tower Research Capital (TRC)
New York
$38K +$11.5K +137 +46%
PCTC
758
Perkins Coie Trust Company
Washington
$36K – – –
DADC
759
D.A. Davidson & Co
Montana
$34K – – –
HF
760
Hoxton Financial
West Virginia
$33K – – –
IMS
761
Index Management Solutions
Pennsylvania
$31K +$12.9K +154 +76%
ATC
762
Adirondack Trust Company
New York
$29K -$7.14K -85 -20%
WP
763
WealthPLAN Partners
Nebraska
$26K – – –
IRS
764
Invictus RG (Singapore)
Singapore
$26K +$25K +298 New
SC
765
Searle & Co
Connecticut
$23K – – –
VNA
766
Valley National Advisers
Pennsylvania
$23K – – –
WA
767
WFG Advisors
Texas
$23K +$8.4K +100 +61%
MMG
768
Monetary Management Group
Missouri
$22K – – –
OC
769
Oakworth Capital
Alabama
$22K – – –
JWA
770
JFS Wealth Advisors
Pennsylvania
$21K – – –
TFO
771
Tarbox Family Office
California
$21K – – –
HI
772
Hudock Inc
Pennsylvania
$20K – – –
QAM
773
QCI Asset Management
New York
$20K – – –
GWS
774
Glassman Wealth Services
Virginia
$18K – – –
NCM
775
Nelson Capital Management
California
$18K – – –