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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
BP
851
Ballentine Partners
Massachusetts
$336K +$328K +2,173 New
CIM
852
CIM Investment Management
Pennsylvania
$334K -$338K -2,240 -51%
MCM
853
MAI Capital Management
Ohio
$334K -$25.8K -171 -7%
Carson Wealth (CWM LLC)
854
Carson Wealth (CWM LLC)
Nebraska
$334K
JMF
855
Johnson Midwest Financial
Iowa
$334K +$312K +2,070 +2,407%
VCG
856
Vantage Consulting Group
Virginia
$328K +$53.3K +353 +20%
GCAC
857
Guardian Capital Advisors (Canada)
Ontario, Canada
$327K -$22.6K -150 -7%
AWCI
858
Alpine Woods Capital Investors
New York
$327K
SFA
859
Sequoia Financial Advisors
Ohio
$326K +$32.6K +216 +11%
Cerity Partners
860
Cerity Partners
New York
$325K +$6.18K +41 +2%
AIM
861
Aigen Investment Management
New York
$325K +$317K +2,098 New
MC
862
Machina Capital
France
$325K +$317K +2,100 New
WGA
863
Weather Gauge Advisory
Virginia
$324K
NGA
864
Naples Global Advisors
Florida
$321K
CP
865
Camelot Portfolios
Ohio
$320K -$489K -3,241 -61%
AHC
866
Adell Harriman & Carpenter
Texas
$319K +$55.1K +365 +21%
SGK
867
Steigerwald Gordon & Koch
Virginia
$319K
WB
868
WesBanco Bank
West Virginia
$318K +$20.4K +135 +7%
SWMG
869
Strategic Wealth Management Group
Maryland
$316K -$42.7K -283 -12%
ECM
870
Evergreen Capital Management
Washington
$314K +$20.1K +133 +7%
TA
871
Tiedemann Advisors
New York
$309K -$18.9K -125 -6%
1W
872
1776 Wealth
Georgia
$309K
ERWM
873
Elk River Wealth Management
Colorado
$309K
GJIC
874
Gamble Jones Investment Counsel
California
$309K
CHC
875
City Holding Co
West Virginia
$304K +$296K +1,963 New