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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
LCP
951
Legacy Capital Partners
Wisconsin
– -$295K -2,866 Closed
SP
952
Symmetry Partners
Connecticut
– -$294K -2,861 Closed
GFS
953
GYL Financial Synergies
Connecticut
– -$294K -2,860 Closed
BFPW
954
BOK Financial Private Wealth
Colorado
– -$293K -2,845 Closed
BWAM
955
Boyd Watterson Asset Management
Ohio
– -$292K -2,837 Closed
Luther King Capital Management (LKCM)
956
Luther King Capital Management (LKCM)
Texas
– -$287K -2,791 Closed
AC
957
Alexandria Capital
Virginia
– -$286K -2,777 Closed
GCAC
958
Guardian Capital Advisors (Canada)
Ontario, Canada
– -$285K -2,775 Closed
Lido Advisors
959
Lido Advisors
California
– -$286K -2,775 Closed
OPA
960
Old Port Advisors
Maine
– -$279K -2,762 Closed
VFP
961
Verus Financial Partners
Virginia
– -$282K -2,739 Closed
Ballentine Partners
962
Ballentine Partners
Massachusetts
– -$278K -2,700 Closed
Evergreen Capital Management
963
Evergreen Capital Management
Washington
– -$266K -2,585 Closed
LBC
964
Lowe Brockenbrough & Co
Virginia
– -$264K -2,566 Closed
AWM
965
Alterna Wealth Management
Texas
– -$262K -2,547 Closed
SSG
966
Summit Securities Group
New York
– -$257K -2,499 Closed
NB
967
NBT Bank
New York
– -$257K -2,498 Closed
Brighton Jones LLC
968
Brighton Jones LLC
Washington
– -$251K -2,441 Closed
Check Capital Management
969
Check Capital Management
California
– -$247K -2,400 Closed
RW
970
REDW Wealth
New Mexico
– -$247K -2,400 Closed
GIA
971
Gladstone Institutional Advisory
Florida
– -$247K -2,397 Closed
VFA
972
Voya Financial Advisors
Connecticut
– -$245K -2,385 Closed
MFW
973
Meristem Family Wealth
Minnesota
– -$244K -2,369 Closed
THWM
974
Taylor Hoffman Wealth Management
Virginia
– -$244K -2,368 Closed
GH
975
GAM Holding
Switzerland
– -$244K -2,367 Closed