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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
926
Tarbox Family Office
California
$30K – – –
ZB
927
Zions Bancorporation
Utah
$29K -$2.12K -18 -7%
CMA
928
Cedar Mountain Advisors
Oregon
$28K – – –
DOA
929
D'Orazio & Associates
Virginia
$27K – – –
EARNEST Partners
930
EARNEST Partners
Georgia
$27K – – –
TCTC Holdings
931
TCTC Holdings
Texas
$27K – – –
SWA
932
SOA Wealth Advisors
New York
$25K -$2.24K -19 -9%
AWM
933
AllSquare Wealth Management
New York
$25K – – –
FA
934
Financial Advantage
Maryland
$25K – – –
SWM
935
Selective Wealth Management
Virginia
$25K – – –
BMD
936
Better Money Decisions
New Mexico
$25K +$23.4K +199 New
South Dakota Investment Council
937
South Dakota Investment Council
South Dakota
$24K -$82.5K -700 -79%
Altshuler Shaham
938
Altshuler Shaham
Israel
$24K +$21.8K +185 New
T
939
TOBAM
France
$23K -$34.5K -293 -62%
EIM
940
Essex Investment Management
Massachusetts
$22K – – –
HWA
941
HHM Wealth Advisors
Tennessee
$22K – – –
Simon Quick Advisors
942
Simon Quick Advisors
New Jersey
$22K +$20.6K +175 New
TIM
943
Tortoise Investment Management
New York
$21K – – –
GFPC
944
Global Financial Private Client
Florida
$20.1K – – –
ONST
945
Old North State Trust
North Carolina
$20K – – –
1IA
946
1834 Investment Advisors
Wisconsin
$20K +$18.9K +160 New
FHC
947
First Horizon Corporation
Tennessee
$19K -$589 -5 -3%
MCM
948
Manchester Capital Management
Vermont
$19K – – –
VCM
949
Versant Capital Management
Arizona
$19K – – –
M1FG
950
Mach-1 Financial Group
Arkansas
$18K – – –