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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
601
Parallel Advisors
California
$560K -$60.9K -677 -10%
BDF
602
Balasa Dinverno & Foltz
$557K -$267K -2,968 -33%
LW
603
Linscomb Wealth
Texas
$549K +$32.2K +358 +6%
AC
604
Allstate Corporation
Illinois
$548K +$60.6K +674 +13%
EWM
605
Evermay Wealth Management
Virginia
$541K -$45.4K -505 -8%
PVWM
606
Point View Wealth Management
New Jersey
$530K +$68.1K +758 +15%
DCM
607
Dupont Capital Management
Delaware
$529K -$929K -10,339 -64%
FMBTD
608
First Midwest Bank Trust Division
Illinois
$528K -$31.9K -355 -6%
PCM
609
Parsons Capital Management
Rhode Island
$522K – – –
DWT
610
Dorsey & Whitney Trust
South Dakota
$516K +$27K +300 +6%
MAM
611
Magellan Asset Management
Australia
$514K -$83.1K -924 -14%
MPPLM
612
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$512K +$7.19K +80 +1%
WS
613
Wedbush Securities
California
$511K -$15.8K -176 -3%
AWM
614
Altavista Wealth Management
North Carolina
$507K +$501K +5,570 New
VF
615
Virtu Financial
New York
$505K +$216K +2,405 +76%
MBT
616
Montecito Bank & Trust
California
$492K +$14K +156 +3%
SHA
617
Seneca House Advisors
Virginia
$483K – – –
SC
618
SRB Corp
Massachusetts
$482K – – –
FAAS
619
First Allied Advisory Services
California
$482K +$76.4K +850 +19%
DPIM
620
Duff & Phelps Investment Management
Illinois
$479K – – –
FHB
621
First Hawaiian Bank
Hawaii
$477K -$111K -1,234 -19%
SLAM
622
Swiss Life Asset Management
$476K -$272K -3,022 -37%
FWM
623
Frontier Wealth Management
Missouri
$473K – – –
NFG
624
Next Financial Group
Texas
$463K +$452K +5,025 +8,105%
JCM
625
Jacobi Capital Management
Pennsylvania
$462K +$5.21K +58 +1%
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25
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