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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AFW
1676
Avantra Family Wealth
Pennsylvania
$218K +$225K +1,026 New
FFA
1677
Fragasso Financial Advisors
Pennsylvania
$218K +$15.1K +69 +7%
NSG
1678
Nalls Sherbakoff Group
Tennessee
$217K +$19.7K +90 +10%
ICM
1679
IMS Capital Management
Oregon
$217K -$106K -483 -32%
NRC
1680
New Republic Capital
North Carolina
$217K +$14.9K +68 +7%
RF
1681
Roxbury Financial
New Jersey
$217K +$219 +1 +0.1%
FCAS
1682
First Command Advisory Services
Texas
$217K +$42.3K +193 +23%
Cohen & Steers
1683
Cohen & Steers
New York
$217K
T
1684
Tableaux
Massachusetts
$217K +$223K +1,020 New
CA
1685
Cullinan Associates
Kentucky
$217K -$65.7K -300 -23%
OGC
1686
Oak Grove Capital
New Hampshire
$217K -$10.9K -50 -5%
LCM
1687
Liberty Capital Management
Michigan
$217K
UBV
1688
United Bank (Virginia)
Virginia
$217K
MSR
1689
Main Street Research
Connecticut
$216K
NCG
1690
Newport Capital Group
New Jersey
$215K -$3.06K -14 -1%
LAM
1691
Longboard Asset Management
Arizona
$214K
NHC
1692
Nicholas Hoffman & Company
Georgia
$214K
MWP
1693
Meriwether Wealth & Planning
Louisiana
$213K +$3.06K +14 +1%
LC
1694
LCNB Corp
Ohio
$213K
SFS
1695
Strategic Financial Services
New York
$213K +$2.19K +10 +1%
PWP
1696
Private Wealth Partners
California
$213K -$731K -3,340 -77%
JWM
1697
Jupiter Wealth Management
Colorado
$213K
WAL
1698
W Advisors LLC
Tennessee
$212K +$438 +2 +0.2%
NI
1699
NDVR Inc
Massachusetts
$212K -$293K -1,337 -57%
CCM
1700
Cohen Capital Management
California
$212K