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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
476
Diversified Trust
Tennessee
$987K +$302K +2,837 +36%
RCAG
477
Rehmann Capital Advisory Group
Michigan
$985K +$70.5K +662 +7%
AWS
478
Atria Wealth Solutions
New York
$978K -$20.6K -193 -2%
EF
479
Empirical Finance
Pennsylvania
$973K +$162K +1,517 +17%
SWM
480
Sendero Wealth Management
Texas
$963K +$880K +8,263 +379%
SIC
481
Salem Investment Counselors
North Carolina
$954K +$36.8K +346 +3%
IAS
482
IMA Advisory Services
Colorado
$952K -$1.17M -10,972 -51%
EBSAM
483
Eubel Brady & Suttman Asset Management
Ohio
$951K +$2.34K +22 +0.2%
UB
484
UMB Bank
Missouri
$951K +$709K +6,659 +182%
GCM
485
Graham Capital Management
Connecticut
$947K +$1.09M +10,277 New
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$946K -$95.9K -901 -8%
CAG
487
Crestwood Advisors Group
Massachusetts
$942K -$203K -1,905 -16%
TCBWMS
488
Texas Capital Bank Wealth Management Services
Texas
$942K +$1.09M +10,219 New
CIA
489
Choate Investment Advisors
Massachusetts
$939K – – –
MNBTD
490
Moody National Bank Trust Division
Texas
$937K – – –
S
491
SignatureFD
Georgia
$933K +$168K +1,581 +19%
FTDI
492
First Trust Direct Indexing
Massachusetts
$932K +$2.02K +19 +0.2%
AC
493
Avestar Capital
New York
$928K +$254K +2,390 +31%
AF
494
Ally Financial
Michigan
$922K – – –
AAI
495
American Assets Inc
California
$922K – – –
SEC
496
Seven Eight Capital
New York
$919K +$1.06M +9,972 New
BAMF
497
BI Asset Management Fondsmaeglerselskab
Denmark
$890K -$877K -8,235 -46%
SWP
498
Stratos Wealth Partners
Ohio
$881K +$70.2K +659 +7%
V
499
Veritable
Delaware
$879K -$22.1K -208 -2%
SIA
500
Strategic Investment Advisors
Michigan
$877K -$116K -1,088 -10%
18 19
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