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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1101
Auxano Advisors
Washington
$698K +$34.9K +167 +5%
FT
1102
Fiduciary Trust
Massachusetts
$696K +$261K +1,249 +49%
AO
1103
Advisor OS
Illinois
$694K +$114K +545 +17%
LA
1104
LVW Advisors
New York
$693K +$377K +1,802 +90%
S
1105
Sunpointe
Missouri
$693K -$85.3K -408 -10%
MCG
1106
McCollum Christoferson Group
New York
$692K +$155K +741 +24%
AA
1107
Advisory Alpha
Michigan
$691K +$1.05K +5 +0.1%
PP
1108
PDS Planning
Ohio
$691K -$265K -1,267 -25%
AMBIA
1109
Allen Mooney & Barnes Investment Advisors
Georgia
$689K +$10.9K +52 +1%
LFA
1110
Laraway Financial Advisors
Minnesota
$684K -$42.5K -203 -5%
CF
1111
Canoe Financial
Alberta, Canada
$680K -$55.9M -267,026 -99%
SSA
1112
Shepherd Street Advisors
California
$679K -$57.9K -277 -7%
OL
1113
Optas LLC
Texas
$676K -$38.5K -184 -5%
AIA
1114
Affinity Investment Advisors
California
$672K +$117K +560 +18%
VWM
1115
Venturi Wealth Management
Texas
$670K -$136K -652 -15%
RC
1116
Rexford Capital
Texas
$669K +$9.41K +45 +1%
EI
1117
Ellevest Inc
New York
$668K +$58.6K +280 +8%
MCC
1118
Malaga Cove Capital
California
$666K +$56.9K +272 +8%
CLOS
1119
Compagnie Lombard Odier SCmA
Switzerland
$666K
VCM
1120
Versant Capital Management
Arizona
$665K +$48.9K +234 +7%
HAM
1121
Harmony Asset Management
Arizona
$664K +$761K +3,640 New
Financial Engines Advisors
1122
Financial Engines Advisors
California
$662K -$703K -3,362 -48%
NRS
1123
Neville Rodie & Shaw
New York
$661K +$264K +1,260 +53%
WA
1124
Waddell & Associates
Tennessee
$655K -$188K -897 -20%
HVIA
1125
Hudson Valley Investment Advisors
New York
$654K