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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
926
Prentice Wealth Management
New York
$23K +$27K +221 New
Loomis, Sayles & Company
927
Loomis, Sayles & Company
Massachusetts
$22K -$182K -1,487 -88%
EARNEST Partners
928
EARNEST Partners
Georgia
$22K
CAAS
929
Capital Asset Advisory Services
Michigan
$22K +$25.8K +211 New
AWM
930
AllSquare Wealth Management
New York
$21K
MUMSS
931
Mitsubishi UFJ Morgan Stanley Securities
Japan
$21K
FA
932
Financial Advantage
Maryland
$20K
CMA
933
Cedar Mountain Advisors
Oregon
$19K
BMD
934
Better Money Decisions
New Mexico
$19K +$22.7K +186 New
EIM
935
Essex Investment Management
Massachusetts
$18K
HWA
936
HHM Wealth Advisors
Tennessee
$18K
LJHT
937
Laurie J. Hall Trustee
$18K
JWA
938
JFS Wealth Advisors
Pennsylvania
$18K +$7.7K +63 +59%
IAMOG
939
Investors Asset Management of Georgia
Georgia
$16K +$18.3K +150 New
CFN
940
Cordasco Financial Network
Florida
$16K +$18.8K +154 New
M1FG
941
Mach-1 Financial Group
Arkansas
$15K
RCG
942
Rock Creek Group
District of Columbia
$14K -$10.1K -83 -39%
M
943
MOTCO
Texas
$14K
WOSD
944
WFA of San Diego
California
$14K +$16.9K +138 New
EW
945
Evoke Wealth
California
$13K -$2.08K -17 -12%
SN
946
Sittner & Nelson
Oregon
$13K
MCM
947
MV Capital Management
Maryland
$13K +$9.66K +79 +172%
COCM
948
Charter Oak Capital Management
New Hampshire
$12K -$16.5K -135 -54%
KTC
949
Kistler-Tiffany Companies
Pennsylvania
$12K
TC
950
Tacita Capital
Ontario, Canada
$12K