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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
576
B. Riley Wealth Advisors
Florida
$597K +$6.2K +58 +1%
EHAM
577
Eagle Harbor Asset Management
Washington
$596K -$15.5K -145 -2%
AT
578
Arden Trust
Delaware
$588K -$90.2K -844 -12%
FB
579
Fulton Bank
Pennsylvania
$587K -$275K -2,576 -30%
MWM
580
Modera Wealth Management
New Jersey
$585K -$2.57K -24 -0.4%
SM
581
Salzhauer Michael
$580K -$68.4K -640 -10%
GIM
582
Greylin Investment Management
Virginia
$579K +$638K +5,970 New
CHC
583
City Holding Co
West Virginia
$578K -$83.5K -781 -12%
IC
584
IEQ Capital
California
$576K +$211K +1,978 +50%
HI
585
Harbour Investments
Wisconsin
$572K +$29.5K +276 +5%
DEA
586
DoubleLine ETF Adviser
Florida
$570K +$35.3K +330 +6%
GT
587
Glenview Trust
Kentucky
$570K – – –
DGAM
588
Desjardins Global Asset Management
Quebec, Canada
$569K -$111K -1,041 -15%
HCM
589
Highlander Capital Management
New Jersey
$563K -$53.5K -500 -8%
PWLP
590
Prio Wealth Limited Partnership
Massachusetts
$555K -$34.2K -320 -5%
BFG
591
Bleakley Financial Group
New Jersey
$551K -$85.8K -803 -12%
SS
592
Simplicity Solutions
Minnesota
$551K -$85.7K -802 -12%
CCM
593
Coldstream Capital Management
Washington
$547K -$37.5K -351 -6%
RG
594
Renaissance Group
Kentucky
$543K -$5.34K -50 -0.9%
EH
595
Equitable Holdings
New York
$539K +$127K +1,190 +27%
FPB
596
First PREMIER Bank
South Dakota
$538K -$2.35K -22 -0.4%
PFGIA
597
Patriot Financial Group Insurance Agency
Massachusetts
$537K +$131K +1,230 +29%
AM
598
AGF Management
Ontario, Canada
$535K +$589K +5,508 New
GL
599
Graypoint LLC
New York
$534K -$82.7K -774 -12%
HAI
600
Hennessy Advisors Inc
California
$534K -$160K -1,500 -21%
22 23
24
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