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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
MC
876
Mathes Company
New York
$239K – – –
NorthRock Partners
877
NorthRock Partners
Minnesota
$238K +$56.7K +389 +27%
WA
878
Wealth Alliance
New York
$237K -$9.62K -66 -4%
First National Bank of Omaha
879
First National Bank of Omaha
Nebraska
$236K – – –
Ameritas Advisory Services
880
Ameritas Advisory Services
Nebraska
$236K +$15.2K +104 +6%
FAT
881
First American Trust
California
$235K -$4.01M -27,526 -94%
CWA
882
Carolina Wealth Advisors
South Carolina
$235K +$22.7K +156 +10%
Ballentine Partners
883
Ballentine Partners
Massachusetts
$234K -$78.7K -540 -23%
SOW
884
State of Wyoming
Wyoming
$230K -$9.48K -65 -4%
Ritholtz Wealth Management
885
Ritholtz Wealth Management
New York
$229K +$255K +1,746 New
MMHP
886
Murphy Middleton Hinkle & Parker
Georgia
$227K – – –
GSC
887
Ground Swell Capital
South Carolina
$226K +$251K +1,718 New
PVH
888
Psagot Value Holdings
Israel
$225K +$39.4K +270 +19%
FWM
889
Frontier Wealth Management
Missouri
$223K – – –
CPO
890
Cerity Partners OCIO
New York
$223K +$729 +5 +0.3%
Csenge Advisory Group
891
Csenge Advisory Group
Florida
$223K +$247K +1,695 New
Loomis, Sayles & Company
892
Loomis, Sayles & Company
Massachusetts
$223K +$248K +1,698 New
BWP
893
BSW Wealth Partners
Colorado
$222K +$41.6K +285 +20%
BIA
894
Benchmark Investment Advisors
Illinois
$218K -$25.1K -172 -9%
CB
895
Cadence Bank
Mississippi
$218K – – –
Covington Capital Management
896
Covington Capital Management
California
$218K +$7.29K +50 +3%
BFPW
897
BOK Financial Private Wealth
Colorado
$218K +$28.3K +194 +13%
Moneta Group Investment Advisors
898
Moneta Group Investment Advisors
Missouri
$217K -$29.3K -201 -11%
BA
899
Bridgewater Advisors
New York
$217K -$20.6K -141 -8%
Whittier Trust
900
Whittier Trust
California
$217K -$437 -3 -0.2%