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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
776
Chas P. Smith & Associates (CPS)
Florida
$430K
Fiera Capital (Canada)
777
Fiera Capital (Canada)
Quebec, Canada
$429K +$7.02K +43 +2%
VFP
778
Verus Financial Partners
Virginia
$421K -$17.8K -109 -4%
PFS
779
Prospera Financial Services
Texas
$421K +$64.6K +396 +18%
OPA
780
Old Port Advisors
Maine
$415K +$13.1K +80 +3%
MVA
781
Mount Vernon Associates
Maryland
$413K -$49K -300 -11%
LNC
782
Lincoln National Corp
Pennsylvania
$413K -$5.38K -33 -1%
CCB
783
Cutter & Co Brokerage
Missouri
$410K -$2.77K -17 -0.7%
EWM
784
EPG Wealth Management
Georgia
$406K +$17.6K +108 +5%
GWM
785
GSB Wealth Management
Connecticut
$405K +$408K +2,500 New
MCM
786
MAI Capital Management
Ohio
$404K +$55K +337 +16%
KFP
787
KB Financial Partners
New Jersey
$402K +$34.1K +209 +9%
MA
788
MCF Advisors
Kentucky
$401K +$4.57K +28 +1%
CM
789
Capula Management
Cayman Islands
$400K -$422K -2,583 -51%
WSFS
790
Wilmington Savings Fund Society
Delaware
$397K +$400K +2,450 New
FAIM
791
Financial Advocates Investment Management
Washington
$394K -$1.22M -7,466 -75%
HAS
792
HBW Advisory Services
California
$393K -$16.6K -102 -4%
MFW
793
Meristem Family Wealth
Minnesota
$393K +$23.3K +143 +6%
AL
794
Aspiriant LLC
California
$392K -$26.9K -165 -6%
EN1L
795
Engine No 1 LLC
California
$390K +$157K +964 +67%
AIP
796
Almanack Investment Partners
Pennsylvania
$389K
IIA
797
IPG Investment Advisors
California
$389K +$392K +2,400 New
TCM
798
Teza Capital Management
Illinois
$388K -$2.3M -14,074 -85%
FAM
799
Fulcrum Asset Management
United Kingdom
$388K
SS
800
Simplicity Solutions
Minnesota
$385K +$69.7K +427 +22%