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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
551
B. Riley Wealth Advisors
Florida
$667K +$17.9K +179 +3%
MWM
552
Modera Wealth Management
New Jersey
$662K -$83.2K -831 -12%
PWLP
553
Prio Wealth Limited Partnership
Massachusetts
$661K -$124K -1,234 -17%
IAA
554
Independent Advisor Alliance
North Carolina
$658K +$36.4K +364 +6%
RCWM
555
Royal Capital Wealth Management
Indiana
$656K +$601K +6,000 New
WBC
556
Westpac Banking Corp
Australia
$656K -$7.46M -74,468 -93%
CCM
557
Coldstream Capital Management
Washington
$655K -$6.11K -61 -1%
EOJOAM
558
E. Ohman J:or Asset Management
Sweden
$645K – – –
GT
559
Glenview Trust
Kentucky
$642K +$1.3K +13 +0.2%
DT
560
Diversified Trust
Tennessee
$633K -$227K -2,269 -28%
KPWS
561
Kestra Private Wealth Services
Texas
$629K +$29.9K +299 +5%
QCM
562
Quantinno Capital Management
New York
$626K -$623K -6,219 -52%
ANTB
563
AMG National Trust Bank
Colorado
$621K -$262K -2,619 -32%
CIC
564
Crawford Investment Counsel
Georgia
$621K -$32.8K -328 -5%
RG
565
Renaissance Group
Kentucky
$618K -$48.6K -485 -8%
HI
566
Harbour Investments
Wisconsin
$614K -$210K -2,094 -27%
SC
567
Savant Capital
Illinois
$611K +$20.3K +203 +4%
FPB
568
First PREMIER Bank
South Dakota
$608K +$55.9K +558 +11%
DEA
569
DoubleLine ETF Adviser
Florida
$607K +$123K +1,232 +29%
WCM
570
Whitener Capital Management
North Carolina
$604K +$157K +1,565 +40%
SP
571
Symmetry Partners
Connecticut
$600K – – –
LPT
572
Legacy Private Trust
Wisconsin
$596K -$538K -5,375 -50%
NFA
573
Northern Financial Advisors
Michigan
$596K -$23K -230 -4%
OAM
574
Ostrum Asset Management
France
$588K +$2K +20 +0.4%
SLI
575
Sumitomo Life Insurance
Japan
$585K -$41.5K -414 -7%
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