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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
Loring Wolcott & Coolidge Fiduciary Advisors
1001
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K – – –
POIA
1002
Pin Oak Investment Advisors
Texas
$34K – – –
COCM
1003
Charter Oak Capital Management
New Hampshire
$33K +$19.7K +135 +116%
MFA
1004
McClarren Financial Advisors
Pennsylvania
$31K – – –
TFO
1005
Tarbox Family Office
California
$31K – – –
WhitTier Trust Company
1006
WhitTier Trust Company
Nevada
$31K +$10.6K +73 +46%
EARNEST Partners
1007
EARNEST Partners
Georgia
$28K – – –
RCG
1008
Rock Creek Group
District of Columbia
$28K +$23K +158 +287%
PA
1009
PSI Advisors
Florida
$26K – – –
AWM
1010
AllSquare Wealth Management
New York
$26K +$146 +1 +0.5%
MUMSS
1011
Mitsubishi UFJ Morgan Stanley Securities
Japan
$26K +$24.8K +170 +567%
FA
1012
Financial Advantage
Maryland
$25K – – –
CMA
1013
Cedar Mountain Advisors
Oregon
$24K – – –
LJHT
1014
Laurie J. Hall Trustee
$23K -$7.29K -50 -22%
EIM
1015
Essex Investment Management
Massachusetts
$23K – – –
HWA
1016
HHM Wealth Advisors
Tennessee
$23K – – –
TIM
1017
Tortoise Investment Management
New York
$22K – – –
GFPC
1018
Global Financial Private Client
Florida
$20.3K – – –
M1FG
1019
Mach-1 Financial Group
Arkansas
$19K – – –
EW
1020
Evoke Wealth
California
$19K +$2.48K +17 +13%
M
1021
MOTCO
Texas
$18K – – –
PMFA
1022
Plante Moran Financial Advisors
Michigan
$17K -$1.17K -8 -6%
SN
1023
Sittner & Nelson
Oregon
$17K – – –
IndexIQ Advisors
1024
IndexIQ Advisors
New York
$17K +$19.1K +131 New
FRA
1025
Front Row Advisors
California
$16K -$1.75K -12 -9%