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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
576
Kestra Private Wealth Services
Texas
$820K -$5.5K -51 -0.8%
UB
577
UMB Bank
Missouri
$815K -$10.7K -99 -2%
JWM
578
Jeppson Wealth Management
California
$809K -$2.48K -23 -0.4%
EHAM
579
Eagle Harbor Asset Management
Washington
$806K – – –
CCM
580
Coldstream Capital Management
Washington
$796K +$46.6K +432 +8%
GIM
581
Greylin Investment Management
Virginia
$796K +$10.8K +100 +2%
NA
582
NewEdge Advisors
Louisiana
$792K -$1.01M -9,406 -61%
HAI
583
Hennessy Advisors Inc
California
$787K +$53.9K +500 +9%
CL
584
CSS LLC
Illinois
$787K +$162K +1,500 +33%
CPM
585
Connective Portfolio Management
New York
$787K +$647K +6,000 New
LA
586
LBP AM
France
$782K -$102K -943 -14%
GL
587
Graypoint LLC
New York
$771K +$40.6K +376 +7%
GT
588
Glenview Trust
Kentucky
$770K +$647 +6 +0.1%
BRWA
589
B. Riley Wealth Advisors
Florida
$769K -$31.2K -289 -5%
BFG
590
Bleakley Financial Group
New Jersey
$767K +$19K +176 +3%
SS
591
Simplicity Solutions
Minnesota
$767K +$19K +176 +3%
AT
592
Arden Trust
Delaware
$765K -$24.1K -223 -4%
MNBTD
593
Moody National Bank Trust Division
Texas
$762K -$432K -4,006 -41%
HCM
594
Highlander Capital Management
New Jersey
$760K – – –
SWM
595
Spire Wealth Management
Virginia
$759K -$27.6K -256 -4%
ATPW
596
Ashton Thomas Private Wealth
Arizona
$754K +$51K +473 +9%
GI
597
GLOBALT Investments
Georgia
$748K +$616K +5,708 New
VWM
598
VCI Wealth Management
Missouri
$733K +$603K +5,591 New
RG
599
Renaissance Group
Kentucky
$724K -$8.31K -77 -1%
PA
600
Profund Advisors
Maryland
$721K +$126K +1,172 +27%
22 23
24
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