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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
OFW
801
Omnia Family Wealth
Florida
$8K +$7.01K +87 New
BIG
802
Bellwether Investment Group
Tennessee
$8K +$7.26K +90 New
RCG
803
Ruggie Capital Group
Florida
$7K
MWM
804
MinichMacGregor Wealth Management
New York
$7K +$81 +1 +1%
DIA
805
Davidson Investment Advisors
Montana
$7K +$7.34K +91 New
DPA
806
Delphi Private Advisors
California
$6K -$7.26K -90 -58%
HR
807
Howe & Rusling
New York
$6K +$1.45K +18 +38%
MWM
808
Mascoma Wealth Management
New Hampshire
$6K +$5.64K +70 New
ACS
809
Archford Capital Strategies
Illinois
$5K
PRS
810
Pinkerton Retirement Specialists
Idaho
$5K
TCM
811
Tradewinds Capital Management
Washington
$5K
VIA
812
Vantage Investment Advisors
Pennsylvania
$5K +$2.26K +28 +100%
AA
813
Ancora Advisors
Ohio
$5K +$4.51K +56 New
ADL
814
Asset Dedication LLC
California
$4K +$4.03K +50 New
AF
815
Allworth Financial
California
$3K
DBT
816
Dubuque Bank & Trust
Iowa
$3K
LWCFA
817
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$2.66K +33 New
LF
818
Lee Financial
Texas
$3K +$2.98K +37 New
FFW
819
Fusion Family Wealth
New York
$2K +$1.45K +18 New
NR
820
Newfound Research
Massachusetts
$1K -$81 -1 -9%
AA
821
Apriem Advisors
California
$1K
CIM
822
Contravisory Investment Management
Massachusetts
$1K
SFS
823
Sowell Financial Services
Arkansas
$1K +$564 +7 New
GI
824
Gradient Investments
Minnesota
$1K +$806 +10 New
Arrowstreet Capital
825
Arrowstreet Capital
Massachusetts
-$95.9M -1,334,794 Closed