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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
851
Valeo Financial Advisors
Indiana
$13K +$100 +1 +0.7%
ADL
852
Asset Dedication LLC
California
$13K +$2.49K +25 +24%
AC
853
Avestar Capital
New York
$13K +$2.49K +25 +17%
MGIA
854
Moneta Group Investment Advisors
Missouri
$13K +$8.66K +87 +189%
PG
855
Patten Group
Tennessee
$12K
MWM
856
MinichMacGregor Wealth Management
New York
$11K +$3.29K +33 +37%
BA
857
Ballew Advisors
Mississippi
$11K +$11.9K +120 New
CA
858
Crewe Advisors
Utah
$10K
MWM
859
Mascoma Wealth Management
New Hampshire
$10K
MFBTD
860
MB Financial Bank - Trust Department
Illinois
$10K
PCFFS
861
Pacific Center for Financial Services
California
$10K
ATC
862
Adirondack Trust Company
New York
$8K -$8.46K -85 -49%
OC
863
Oakworth Capital
Alabama
$8K -$2.29K -23 -21%
RCG
864
Ruggie Capital Group
Florida
$7K
CLOS
865
Compagnie Lombard Odier SCmA
Switzerland
$7K +$6.87K +69 New
NWM
866
Northwest Wealth Management
Iowa
$7K +$7.27K +73 New
LFG
867
LifePlan Financial Group
Ohio
$7K +$7.37K +74 New
PK
868
Pflug Koory
Nebraska
$7K +$7.76K +78 New
PW
869
Price Wealth
Texas
$6K -$6.57K -66 -50%
LWCFA
870
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
GWS
871
Glassman Wealth Services
Virginia
$6K +$796 +8 +14%
ACS
872
Archford Capital Strategies
Illinois
$6K +$5.97K +60 New
Lazard Asset Management
873
Lazard Asset Management
New York
$5K -$13.6M -136,414 -100%
SFA
874
Spectrum Financial Alliance
Kentucky
$5K +$5.57K +56 New
LF
875
Lee Financial
Texas
$4K