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Capital One

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