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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
826
Sovereign Investment Advisors
Arizona
$482K +$468K +2,703 New
MCM
827
Manchester Capital Management
Vermont
$480K +$5.19K +30 +1%
SPI
828
Sutton Place Investors
New York
$478K +$3.63K +21 +0.8%
BCA
829
Bay Colony Advisors
Massachusetts
$476K
LI
830
LRI Investments
Florida
$473K +$33.4K +193 +8%
IAS
831
Insigneo Advisory Services
Florida
$471K -$24.1K -139 -5%
BB
832
Busey Bank
Illinois
$470K -$58.2K -336 -11%
ZIG
833
Zullo Investment Group
Pennsylvania
$466K -$24.9K -144 -5%
LFA
834
Legacy Financial Advisors
Kentucky
$466K +$67K +387 +17%
JGC
835
J. Goldman & Co
New York
$465K +$452K +2,610 New
MIM
836
Morningstar Investment Management
Illinois
$459K -$1.24M -7,184 -74%
PCP
837
Proficio Capital Partners
Massachusetts
$456K +$94.2K +544 +27%
CPIG
838
Chicago Partners Investment Group
Illinois
$455K +$47.6K +275 +12%
SAM
839
Silvercrest Asset Management
New York
$455K +$3.81K +22 +0.9%
GI
840
GAMCO Investors
Connecticut
$454K -$55.4K -320 -11%
6F
841
626 Financial
Michigan
$454K -$7.79K -45 -2%
RTC
842
Riverview Trust Company
Washington
$453K
HC
843
Hara Capital
Washington
$452K -$5.19K -30 -1%
TPI
844
Trust Point Inc
Wisconsin
$448K +$17.8K +103 +4%
PCM
845
Parsons Capital Management
Rhode Island
$447K
CI Investments Inc
846
CI Investments Inc
Ontario, Canada
$443K -$1.17M -6,753 -73%
HCM
847
Howard Capital Management
Georgia
$442K +$21.8K +126 +5%
CF
848
Convergence Financial
Missouri
$441K +$19.4K +112 +5%
DWT
849
Dorsey & Whitney Trust
South Dakota
$440K +$36.5K +211 +9%
MBT
850
Montecito Bank & Trust
California
$437K -$25.6K -148 -6%