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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
OC
851
Oakworth Capital
Alabama
$10K -$14.8K -162 -60%
PCFFS
852
Pacific Center for Financial Services
California
$10K
ADL
853
Asset Dedication LLC
California
$10K +$1.92K +21 +25%
MWM
854
Mascoma Wealth Management
New Hampshire
$10K +$2.74K +30 +43%
MFBTD
855
MB Financial Bank - Trust Department
Illinois
$10K +$9.13K +100 New
CA
856
Crewe Advisors
Utah
$10K +$9.49K +104 New
MWM
857
MinichMacGregor Wealth Management
New York
$8K
RCG
858
Ruggie Capital Group
Florida
$8K
GWS
859
Glassman Wealth Services
Virginia
$6K -$22.8K -250 -82%
AFNAS
860
American Financial Network Advisory Services
California
$6K
LWCFA
861
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
OWA
862
One Wealth Advisors
California
$6K +$5.11K +56 New
AIL
863
AGF Investments LLC
Ontario, Canada
$5K -$1.19K -13 -20%
MGIA
864
Moneta Group Investment Advisors
Missouri
$5K +$4.2K +46 New
AF
865
Allworth Financial
California
$4K
LF
866
Lee Financial
Texas
$4K
Twin Tree Management
867
Twin Tree Management
Texas
$4K +$3.74K +41 New
GBBWRPM
868
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K +$2.56K +28 New
ME
869
McIlrath & Eck
Washington
$3K +$3.1K +34 New
HFM
870
Hartford Financial Management
Connecticut
$2K -$91.3K -1,000 -98%
TCM
871
Tradewinds Capital Management
Washington
$2K
VCM
872
Virtue Capital Management
Tennessee
$2K +$1.55K +17 New
GI
873
Gradient Investments
Minnesota
$2K +$1.82K +20 New
AWA
874
Acorn Wealth Advisors
Michigan
$2K +$2.1K +23 New
WCM
875
Wealthcare Capital Management
Virginia
$2K +$2.19K +24 New