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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
801
Endurance Wealth Management
Rhode Island
$154K
AWA
802
Arkadios Wealth Advisors
Georgia
$153K +$144K +1,493 New
CCM
803
Covington Capital Management
California
$152K +$6.94K +72 +5%
PMFA
804
Plante Moran Financial Advisors
Michigan
$151K -$1.74K -18 -1%
VFA
805
Valeo Financial Advisors
Indiana
$148K +$38.5K +400 +39%
CT
806
Caldwell Trust
Florida
$148K +$138K +1,437 New
GLI
807
Guardian Life Insurance
New York
$142K
UFF
808
USA Financial Formulas
Michigan
$140K +$131K +1,361 New
ZB
809
Zions Bancorporation
Utah
$138K +$94.2K +977 +271%
QAM
810
QCI Asset Management
New York
$130K
EP
811
Eudaimonia Partners
Tennessee
$130K +$122K +1,266 New
MIFH
812
Migdal Insurance & Financial Holdings
Israel
$125K +$117K +1,217 New
SFS
813
Sowell Financial Services
Arkansas
$124K -$4.14K -43 -3%
EDRH
814
Edmond de Rothschild Holding
Switzerland
$121K +$32.4K +336 +40%
SBSB
815
Sullivan, Bruyette, Speros & Blaney
Virginia
$119K -$2.99K -31 -3%
RA
816
Rational Advisors
New York
$117K +$84.5K +877 +336%
BFC
817
Bedel Financial Consulting
Indiana
$112K
PCG
818
Private Capital Group
Connecticut
$112K +$19.9K +206 +23%
LC
819
Lindbrook Capital
California
$110K +$6.36K +66 +7%
PAM
820
Paradigm Asset Management
New York
$108K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
821
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$107K +$99.8K +1,036 New
CCA
822
Column Capital Advisors
Indiana
$107K +$101K +1,044 New
1W
823
1776 Wealth
Georgia
$102K +$96.4K +1,000 New
NSB
824
Norway Savings Bank
Maine
$97K
FMT
825
First Mercantile Trust
Tennessee
$95K -$1.93K -20 -2%