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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
WC
926
Whitney & Co
New York
$6K +$6.81K +70 New
OWA
927
One Wealth Advisors
California
$5K
CAG
928
Csenge Advisory Group
Florida
$5K +$6.52K +67 New
LF
929
Lee Financial
Texas
$4K
Fidelity International
930
Fidelity International
Bermuda
$4K +$4.57K +47 New
WAP
931
Wealthcare Advisory Partners
Pennsylvania
$3K -$10.8K -111 -78%
LWCFA
932
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
ME
933
McIlrath & Eck
Washington
$3K
OBWP
934
O'Brien Wealth Partners
Massachusetts
$3K
Lazard Asset Management
935
Lazard Asset Management
New York
$2K
MSA
936
Marino Stram & Associates
Massachusetts
$2K
TCM
937
Tradewinds Capital Management
Washington
$2K
MCM
938
Monument Capital Management
Virginia
$2K +$1.75K +18 New
AAM
939
Advisors Asset Management
Colorado
$1K
GWA
940
Guidant Wealth Advisors
Illinois
$1K
FGAM
941
Financial Gravity Asset Management
Texas
$1K +$195 +2 +29%
NR
942
Newfound Research
Massachusetts
$1K +$195 +2 +18%
MFW
943
Mosaic Family Wealth
Missouri
$1K +$681 +7 New
PCIA
944
Prime Capital Investment Advisors
Kansas
$1K +$778 +8 New
CVA
945
Ceredex Value Advisors
Florida
-$45.2M -491,778 Closed
UOC
946
UBS O'Connor
Illinois
-$12.9M -140,000 Closed
AU
947
Algebris (UK)
United Kingdom
-$9.94M -108,137 Closed
MG
948
Markel Group
Virginia
-$6.89M -75,000 Closed
VIA
949
Vident Investment Advisory
Georgia
-$3.13M -34,007 Closed
PG
950
Pendal Group
Australia
-$2.88M -31,313 Closed