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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
OFW
801
Omnia Family Wealth
Florida
$8K
WA
802
WFG Advisors
Texas
$8K
BIG
803
Bellwether Investment Group
Tennessee
$7K -$624 -7 -8%
MWM
804
MinichMacGregor Wealth Management
New York
$7K
RCG
805
Ruggie Capital Group
Florida
$7K
AIL
806
AGF Investments LLC
Ontario, Canada
$6K -$7.13K -80 -55%
MWM
807
Mascoma Wealth Management
New Hampshire
$6K
MFBTD
808
MB Financial Bank - Trust Department
Illinois
$6K +$6.59K +74 New
ACS
809
Archford Capital Strategies
Illinois
$5K
TCM
810
Tradewinds Capital Management
Washington
$5K
Lazard Asset Management
811
Lazard Asset Management
New York
$5K +$5.35K +60 New
MUS
812
Mitsubishi UFJ Securities
Japan
$4K -$4.46K -50 -50%
HR
813
Howe & Rusling
New York
$4K -$1.6K -18 -28%
ADL
814
Asset Dedication LLC
California
$4K
AF
815
Allworth Financial
California
$3K
LF
816
Lee Financial
Texas
$3K
LWCFA
817
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
PFO
818
Pathstone Family Office
New Jersey
$3K +$3.3K +37 New
WTB
819
Washington Trust Bank
Washington
$2K -$6.42K -72 -74%
FFW
820
Fusion Family Wealth
New York
$1K -$446 -5 -28%
AA
821
Apriem Advisors
California
$1K
CIM
822
Contravisory Investment Management
Massachusetts
$1K
GI
823
Gradient Investments
Minnesota
$1K
NR
824
Newfound Research
Massachusetts
$1K
SLF
825
Sun Life Financial
Ontario, Canada
$259 +$1.96K +22 New