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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
826
Triangle Securities Wealth Management
North Carolina
$281K -$136K -935 -30%
RBFC
827
Roman Butler Fullerton & Co
Missouri
$281K -$13.1K -90 -4%
AWM
828
Apollon Wealth Management
South Carolina
$281K +$109K +745 +54%
KFP
829
KB Financial Partners
New Jersey
$279K +$27.3K +187 +10%
Bank Julius Baer & Co
830
Bank Julius Baer & Co
Switzerland
$278K -$1.94M -13,292 -86%
SS
831
Simplicity Solutions
Minnesota
$278K -$389K -2,669 -56%
FT
832
Fiduciary Trust
Massachusetts
$278K -$6.27K -43 -2%
AWCI
833
Alpine Woods Capital Investors
New York
$277K
S
834
Seeyond
France
$277K +$168K +1,154 +120%
PCM
835
Penserra Capital Management
California
$275K +$17.8K +122 +6%
CA
836
Cetera Advisors
Colorado
$273K -$390K -2,678 -56%
CFG
837
Citizens Financial Group
Rhode Island
$273K
NGA
838
Naples Global Advisors
Florida
$272K
CA
839
Continuum Advisory
Idaho
$272K +$318K +2,181 New
CIP
840
Convergence Investment Partners
Florida
$271K -$229K -1,571 -43%
GCAC
841
Guardian Capital Advisors (Canada)
Ontario, Canada
$271K
SGK
842
Steigerwald Gordon & Koch
Virginia
$270K
GFS
843
GYL Financial Synergies
Connecticut
$269K -$5.83K -40 -2%
ACA
844
Aptus Capital Advisors
Alabama
$267K +$36.5K +250 +14%
FRM
845
Fox Run Management
Connecticut
$266K -$605K -4,151 -67%
CP
846
Camelot Portfolios
Ohio
$266K -$5.1K -35 -2%
ECM
847
Evergreen Capital Management
Washington
$264K -$38.6K -265 -12%
IFG
848
Independent Financial Group
California
$263K +$293K +2,007 New
1W
849
1776 Wealth
Georgia
$263K
ERWM
850
Elk River Wealth Management
Colorado
$263K