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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1001
Independent Financial Group
California
$278K +$22.9K +132 +9%
UAS
1002
United Asset Strategies
New York
$277K
BIG
1003
Brooklyn Investment Group
New York
$277K +$28.6K +165 +12%
SIM
1004
Sentry Investment Management
Wisconsin
$277K -$43.8K -253 -14%
PAMG
1005
Patton Albertson Miller Group
Tennessee
$276K +$268K +1,548 New
AAS
1006
Asset Allocation Strategies
Michigan
$275K -$19.9K -115 -8%
CRIG
1007
Charter Research & Investment Group
Connecticut
$274K
MMHP
1008
Murphy Middleton Hinkle & Parker
Georgia
$273K
DWS
1009
Dynamic Wealth Strategies
California
$272K -$16.3K -94 -6%
Fayez Sarofim & Co
1010
Fayez Sarofim & Co
Texas
$270K +$262K +1,515 New
PIFP
1011
Partners in Financial Planning
Virginia
$269K
ICM
1012
IMS Capital Management
Oregon
$268K
DA
1013
Doliver Advisors
Texas
$268K -$45.7K -264 -15%
WA
1014
Wealth Alliance
New York
$268K +$5.54K +32 +2%
HCA
1015
Hyperion Capital Advisors
New York
$268K
HTIM
1016
Harbour Trust & Investment Management
Indiana
$267K -$34.6K -200 -12%
BWA
1017
Brave Warrior Advisors
New York
$267K +$260K +1,500 New
KIA
1018
Knollwood Investment Advisory
Maryland
$267K
MHR
1019
Matthew Hamilton Rosenberg
$267K +$4.85K +28 +2%
DA
1020
Dillon & Associates
Michigan
$267K
LIA
1021
LS Investment Advisors
Michigan
$267K
PGAM
1022
Princeton Global Asset Management
New Jersey
$267K
WT
1023
Washington Trust
Rhode Island
$267K +$4.67K +27 +2%
GP
1024
Guardian Partners
Canada
$266K +$255K +1,475 New
TA
1025
TFB Advisors
Kansas
$265K +$10.2K +59 +4%