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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
551
Gabelli Funds
New York
$972K +$102K +700 +10%
RCG
552
Regatta Capital Group
California
$963K +$31.5K +216 +3%
EHAM
553
Eagle Harbor Asset Management
Washington
$957K -$37.5K -257 -3%
CI
554
Cigna Investments
Connecticut
$956K -$350K -2,399 -25%
EP
555
Edgestream Partners
New Jersey
$944K -$2.07M -14,163 -66%
AF
556
Arrow Financial
New York
$940K – – –
AWA
557
Aaron Wealth Advisors
Illinois
$933K +$1.04M +7,107 New
LBC
558
Lowe Brockenbrough & Co
Virginia
$930K – – –
S
559
SignatureFD
Georgia
$921K -$23.8K -163 -2%
PL
560
Polianta Ltd
Jersey
$919K -$248K -1,700 -20%
AWS
561
Atria Wealth Solutions
New York
$917K +$1.02M +6,984 New
ATC
562
Argent Trust Co
Tennessee
$906K +$32.5K +223 +3%
WWM
563
Western Wealth Management
Colorado
$901K +$482K +3,304 +93%
MBT
564
Montecito Bank & Trust
California
$900K -$875 -6 -0.1%
CG
565
Caprock Group
Idaho
$891K +$442K +3,031 +81%
IAA
566
Independent Advisor Alliance
North Carolina
$888K +$408K +2,801 +71%
PSUF
567
People's United Financial
Connecticut
$865K -$3.06K -21 -0.3%
S
568
Surevest
California
$864K +$869K +5,963 +963%
IRF
569
IBM Retirement Fund
New York
$862K -$120K -822 -11%
IFAM
570
Institutional & Family Asset Management
Colorado
$862K – – –
PP
571
Palladium Partners
Virginia
$862K – – –
BTWM
572
Baker Tilly Wealth Management
Wisconsin
$855K +$9.91K +68 +1%
CCM
573
Compton Capital Management
Rhode Island
$853K – – –
SB
574
Sunflower Bank
Texas
$847K -$53.1K -364 -5%
CK
575
Cohen Klingenstein
New York
$847K – – –
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