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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
601
Philadelphia Trust Company
Pennsylvania
$706K +$654K +5,550 New
SP
602
Symmetry Partners
Connecticut
$698K -$122K -1,036 -16%
UCI
603
Uncommon Cents Investing
Wisconsin
$697K -$141K -1,195 -18%
NRS
604
Neville Rodie & Shaw
New York
$694K – – –
DPIM
605
Duff & Phelps Investment Management
Illinois
$688K – – –
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$685K +$625K +5,301 +6,626%
AWM
607
Avitas Wealth Management
California
$684K +$633K +5,375 New
GWM
608
Geneos Wealth Management
Colorado
$680K +$22.7K +193 +4%
BWM
609
BerganKDV Wealth Management
Minnesota
$677K -$671K -5,696 -52%
HWAM
610
Hennion & Walsh Asset Management
New Jersey
$677K +$627K +5,321 New
CP
611
Camelot Portfolios
Ohio
$675K -$73.5K -624 -11%
FNT
612
First National Trust
Pennsylvania
$673K -$42.2K -358 -6%
DT
613
Diversified Trust
Tennessee
$672K +$48.1K +408 +8%
KA
614
Kintegral Advisory
New York
$666K – – –
CAL
615
Capital Analysts LLC
Pennsylvania
$665K +$603K +5,120 +4,697%
LNC
616
Lincoln National Corp
Pennsylvania
$660K -$166K -1,413 -21%
CF
617
Copperwynd Financial
Arizona
$653K -$18K -153 -3%
HWA
618
Heritage Wealth Advisors
Virginia
$653K -$24.7K -210 -4%
FPB
619
First PREMIER Bank
South Dakota
$650K -$38.9K -330 -6%
PCM
620
Prelude Capital Management
New York
$642K +$595K +5,047 New
CIC
621
Crawford Investment Counsel
Georgia
$641K +$4.83K +41 +0.8%
DA
622
Doliver Advisors
Texas
$639K -$156K -1,324 -21%
ACM
623
Alethea Capital Management
Washington
$636K -$6.22M -52,837 -91%
AWM
624
Altavista Wealth Management
North Carolina
$636K – – –
SACTSONJ
625
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$636K – – –
23 24
25
26 27