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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
801
Axiom Financial Strategies
Indiana
$383K -$147K -903 -28%
IC
802
Intersect Capital
California
$383K +$9.63K +59 +3%
AA
803
ALPS Advisors
Colorado
$381K +$384K +2,354 New
EGA
804
E&G Advisors
Texas
$380K +$383K +2,348 New
B
805
Bailard
California
$379K -$49.8K -305 -12%
PTC
806
Private Trust Company
Ohio
$378K -$13.4K -82 -3%
WP
807
WMS Partners
Maryland
$378K -$12.2K -75 -3%
SIG
808
Sargent Investment Group
Maryland
$377K
SAM
809
Silvercrest Asset Management
New York
$377K +$163 +1 +0%
RBFC
810
Roman Butler Fullerton & Co
Missouri
$376K +$816 +5 +0.2%
ECM
811
Evergreen Capital Management
Washington
$376K +$47.3K +290 +14%
WCM
812
Whitener Capital Management
North Carolina
$375K -$1.63K -10 -0.3%
BP
813
Ballentine Partners
Massachusetts
$373K +$21.7K +133 +6%
WG
814
Welch Group
Alabama
$372K
QT
815
Quantamental Technologies
New York
$367K +$370K +2,268 New
BCI
816
Brinker Capital Investments
Pennsylvania
$366K
BHBT
817
Burke & Herbert Bank & Trust
Virginia
$366K
CIA
818
Capital Investment Advisors
Georgia
$365K -$2.77K -17 -0.7%
JWCA
819
J.W. Cole Advisors
Florida
$365K +$72.3K +443 +24%
RE
820
RBC Europe
United Kingdom
$364K +$47.3K +290 +15%
ODCM
821
Old Dominion Capital Management
Virginia
$363K
KeyBank National Association
822
KeyBank National Association
Ohio
$362K +$89.4K +548 +33%
ZCM
823
Ziegler Capital Management
Illinois
$361K -$300K -1,836 -45%
FF
824
FourThought Financial
Florida
$360K -$40.5K -248 -10%
CSPIA
825
Cary Street Partners Investment Advisory
Virginia
$360K -$16.3K -100 -4%