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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
$94K +$45K +500 +93%
LC
777
Lindbrook Capital
California
$91K -$8.81K -98 -9%
AIM
778
Advantage Investment Management
Iowa
$91K -$3.78K -42 -4%
TFA
779
Toth Financial Advisory
Virginia
$86K -$9.89K -110 -10%
FMT
780
First Mercantile Trust
Tennessee
$86K -$90 -1 -0.1%
GSWM
781
Golden State Wealth Management
California
$86K +$27K +300 +46%
CBT
782
Capital Bank & Trust
California
$85K -$4.86K -54 -5%
NSB
783
Norway Savings Bank
Maine
$85K
AIM
784
Anchor Investment Management
South Carolina
$83.6K
IAS
785
IMA Advisory Services
Colorado
$82K
PCG
786
Private Capital Group
Connecticut
$81K +$38.4K +427 +92%
EDRH
787
Edmond de Rothschild Holding
Switzerland
$77K +$33K +367 +78%
NIM
788
NuWave Investment Management
New Jersey
$76K -$14.4K -160 -16%
AIC
789
Ameritas Investment Company
Nebraska
$75K +$73.6K +819 New
CFA
790
Carroll Financial Associates
North Carolina
$69K +$17.9K +199 +35%
Loomis, Sayles & Company
791
Loomis, Sayles & Company
Massachusetts
$69K +$68.1K +757 New
HIIFS
792
Harel Insurance Investments & Financial Services
Israel
$66K -$135K -1,500 -67%
NSIM
793
North Star Investment Management
Illinois
$66K +$64.7K +720 New
PFO
794
Pathstone Family Office
New Jersey
$64K
BC
795
Bartlett & Co
Ohio
$64K +$45K +500 +250%
BCWM
796
Bartlett & Co Wealth Management
Ohio
$63.7K +$45K +500 +250%
IA
797
IFP Advisors
Florida
$62K +$59.8K +665 New
CB
798
Community Bank
New York
$61K
SB
799
Strategic Blueprint
Georgia
$59K +$57.9K +644 New
DP
800
Denver PWM
Colorado
$58.2K +$57.8K +643 New