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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
951
PFG Private Wealth Management
Florida
$102K +$114K +780 New
Allworth Financial
952
Allworth Financial
California
$101K -$3.65K -25 -3%
DAC
953
Dividend Assets Capital
South Carolina
$99K – – –
NF
954
Norwood Financial
Pennsylvania
$98K +$14.6K +100 +15%
Ossiam
955
Ossiam
France
$98K +$104K +711 +1,975%
MMG
956
Monetary Management Group
Missouri
$98K +$109K +750 New
ACA
957
Atlas Capital Advisors
Wyoming
$97.3K +$8.6K +59 +9%
NSB
958
Norway Savings Bank
Maine
$89K – – –
C
959
Covestor
United Kingdom
$87K +$62.7K +430 +187%
PCG
960
Private Capital Group
Connecticut
$84K -$5.98K -41 -6%
EverSource Wealth Advisors
961
EverSource Wealth Advisors
Alabama
$83K -$29.7K -204 -25%
WTA
962
Washington Trust Advisors
Massachusetts
$78K -$5.1K -35 -6%
TFA
963
Toth Financial Advisory
Virginia
$77K – – –
PFBT
964
Parkside Financial Bank & Trust
Missouri
$67K -$12.2K -84 -14%
GAM
965
Gemmer Asset Management
California
$66K – – –
HCM
966
Highlander Capital Management
New Jersey
$66K – – –
SWA
967
Sutton Wealth Advisors
Florida
$65.8K -$729 -5 -1%
TD Ameritrade Investment Management
968
TD Ameritrade Investment Management
Nebraska
$63K -$54.7K -375 -44%
PB
969
Pinnacle Bancorp
Nebraska
$63K – – –
TCI Wealth Advisors
970
TCI Wealth Advisors
Arizona
$61K -$23K -158 -25%
CWM
971
Curi Wealth Management
North Carolina
$61K +$146 +1 +0.2%
Simon Quick Advisors
972
Simon Quick Advisors
New Jersey
$60K +$41.3K +283 +162%
Ancora Advisors
973
Ancora Advisors
Ohio
$59K – – –
Koshinski Asset Management
974
Koshinski Asset Management
Illinois
$58.3K -$29.2K -200 -31%
APW
975
Acima Private Wealth
Virginia
$58K – – –