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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
776
Tarbox Family Office
California
$18K – – –
HDIM
777
Hanson & Doremus Investment Management
Vermont
$17K – – –
MRCM
778
M&R Capital Management
New Jersey
$17K – – –
PFSC
779
Peoples Financial Services Corp
Pennsylvania
$17K – – –
BWM
780
Baystate Wealth Management
Massachusetts
$17K +$3.56K +40 +24%
ATC
781
Adirondack Trust Company
New York
$15K – – –
PFBT
782
Parkside Financial Bank & Trust
Missouri
$15K – – –
WA
783
Winfield Associates
Ohio
$15K – – –
CAW
784
Cornerstone Advisors (Washington)
Washington
$14K – – –
SGAM
785
Smith Group Asset Management
Texas
$14K – – –
TIM
786
Tortoise Investment Management
New York
$14K – – –
VNA
787
Valley National Advisers
Pennsylvania
$14K – – –
SWA
788
Sutton Wealth Advisors
Florida
$14K – – –
ZB
789
Zions Bancorporation
Utah
$13K -$1.6K -18 -10%
EFSCE
790
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
IWM
791
IHT Wealth Management
Illinois
$13K – – –
MCM
792
Manchester Capital Management
Vermont
$13K – – –
SIM
793
Sonora Investment Management
Arizona
$13K +$13.4K +150 New
BFEC
794
Benjamin F. Edwards & Company
Missouri
$12K – – –
CHC
795
City Holding Co
West Virginia
$12K – – –
VIA
796
Vantage Investment Advisors
Pennsylvania
$12K +$7.66K +86 +154%
TDC
797
Thompson Davis & Co
Virginia
$11K – – –
WAS
798
Winch Advisory Services
Wisconsin
$10K +$9.8K +110 New
GRP
799
Global Retirement Partners
California
$9K – – –
PCFFS
800
Pacific Center for Financial Services
California
$9K – – –