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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
AllSquare Wealth Management
New York
$20K +$19.9K +320 New
HWM
752
Holloway Wealth Management
Florida
$19K – – –
RDWM
753
Red Door Wealth Management
Tennessee
$19K – – –
CB
754
CNB Bank
Pennsylvania
$18K – – –
TCI Wealth Advisors
755
TCI Wealth Advisors
Arizona
$18K +$2.99K +48 +20%
AWMS
756
Advocacy Wealth Management Services
Georgia
$17K – – –
CMA
757
Cedar Mountain Advisors
Oregon
$17K – – –
SLF
758
Sun Life Financial
Ontario, Canada
$17K +$311 +5 +2%
Harel Insurance Investments & Financial Services
759
Harel Insurance Investments & Financial Services
Israel
$15K -$99.5K -1,597 -87%
TFO
760
Tarbox Family Office
California
$15K -$1.31K -21 -8%
SBL
761
Sargent Bickham Lagudis
Colorado
$15K – – –
FMP
762
Financial Management Professionals
Texas
$14K -$18K -289 -57%
LC
763
Lindbrook Capital
California
$14K -$8.47K -136 -38%
Ancora Advisors
764
Ancora Advisors
Ohio
$14K +$10.9K +175 +313%
Balentine LLC
765
Balentine LLC
Georgia
$13K -$109K -1,758 -89%
CHA
766
Carmichael Hill & Associates
Maryland
$13K – – –
DOA
767
D'Orazio & Associates
Virginia
$13K – – –
EARNEST Partners
768
EARNEST Partners
Georgia
$13K – – –
PFSC
769
Peoples Financial Services Corp
Pennsylvania
$13K – – –
SWM
770
Selective Wealth Management
Virginia
$13K – – –
EIM
771
Essex Investment Management
Massachusetts
$13K +$10.9K +175 New
TCTC Holdings
772
TCTC Holdings
Texas
$13K +$13.1K +210 New
Sowell Financial Services
773
Sowell Financial Services
Arkansas
$12K -$15.3K -246 -55%
Bogart Wealth LLC
774
Bogart Wealth LLC
Virginia
$12K -$7.16K -115 -38%
ZB
775
Zions Bancorporation
Utah
$12K -$4.98K -80 -30%