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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
TA
951
Tectonic Advisors
Texas
$206K +$208K +1,274 New
CWA
952
Carolina Wealth Advisors
South Carolina
$204K +$36.6K +224 +22%
MMG
953
Monetary Management Group
Missouri
$202K +$204K +1,250 New
CWM
954
Chesapeake Wealth Management
Virginia
$201K -$8.97K -55 -4%
HTC
955
Haverford Trust Company
Pennsylvania
$200K +$202K +1,235 New
MCM
956
Manchester Capital Management
Vermont
$193K +$170K +1,042 +695%
CT
957
Caldwell Trust
Florida
$188K -$61.2K -375 -24%
PHK
958
Point72 Hong Kong
Hong Kong
$188K -$5.38M -32,962 -97%
FWM
959
Focused Wealth Management
New York
$182K
JWM
960
Janiczek Wealth Management
Colorado
$179K +$11.4K +70 +7%
IUHSA
961
Itau Unibanco Holding S.A.
Brazil
$175K +$176K +1,080 New
JIR
962
James Investment Research
Ohio
$173K -$58.1K -356 -25%
PWM
963
Prentice Wealth Management
New York
$162K
AAP
964
Arax Advisory Partners
Colorado
$156K +$1.3K +8 +0.8%
S
965
Seeyond
France
$155K -$1.24M -7,626 -89%
EWM
966
Evermay Wealth Management
Virginia
$151K +$8.81K +54 +6%
VLKIM
967
Van Lanschot Kempen Investment Management
Netherlands
$149K
AIM
968
Anchor Investment Management
South Carolina
$149K
Bank Julius Baer & Co
969
Bank Julius Baer & Co
Switzerland
$148K +$149K +915 New
CI
970
CX Institutional
Indiana
$146K +$7.18K +44 +5%
BFEC
971
Benjamin F. Edwards & Company
Missouri
$145K -$759K -4,649 -84%
IAS
972
IMA Advisory Services
Colorado
$145K
LTI
973
Laffer Tengler Investments
Tennessee
$144K +$146K +892 New
CFA
974
Carroll Financial Associates
North Carolina
$143K -$63.8K -391 -31%
AWM
975
Accel Wealth Management
Iowa
$135K +$126K +774 +1,269%