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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
801
Fred Alger Management
New York
$37K +$13.4K +135 +55%
IWM
802
IHT Wealth Management
Illinois
$36K
PWM
803
Perigon Wealth Management
California
$36K
MUS
804
Mitsubishi UFJ Securities
Japan
$34K
PA
805
Perennial Advisors
New York
$30K
OIA
806
Optimum Investment Advisors
Illinois
$30K +$30.7K +308 New
VEA
807
Virtus ETF Advisers
New York
$29K
FBC
808
Fairfield, Bush & Co
Connecticut
$29K +$29.9K +300 New
NSIM
809
North Star Investment Management
Illinois
$28K +$28.9K +290 New
GFP
810
Gryphon Financial Partners
Ohio
$27K -$3.29K -33 -10%
VCM
811
Versant Capital Management
Arizona
$26K +$5.08K +51 +23%
EARNEST Partners
812
EARNEST Partners
Georgia
$25K
VCM
813
Vigilant Capital Management
Maine
$25K
LFA
814
Legacy Financial Advisors
Kentucky
$25K +$10.7K +107 +69%
PFBT
815
Parkside Financial Bank & Trust
Missouri
$24K -$995 -10 -4%
PS
816
Portfolio Strategies
New York
$24K
TFO
817
Tarbox Family Office
California
$24K
MAM
818
Magellan Asset Management
Australia
$23K -$27.8K -279 -54%
TDC
819
Thompson Davis & Co
Virginia
$23K +$12.4K +125 +111%
JA
820
JOYN Advisors
Georgia
$23K +$24.4K +245 New
AWMS
821
Advocacy Wealth Management Services
Georgia
$22K -$5.87K -59 -20%
CPIG
822
Chicago Partners Investment Group
Illinois
$22K +$22.6K +227 New
BWL
823
Bogart Wealth LLC
Virginia
$21K
AWM
824
Aevitas Wealth Management
Massachusetts
$20K
BWM
825
Baystate Wealth Management
Massachusetts
$20K