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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
UCI
601
Uncommon Cents Investing
Wisconsin
$528K +$1.22K +10 +0.2%
CIC
602
Crawford Investment Counsel
Georgia
$527K – – –
HWA
603
Heritage Wealth Advisors
Virginia
$524K – – –
CA
604
CGN Advisors
Kansas
$524K +$202K +1,649 +49%
NA
605
NewEdge Advisors
Louisiana
$524K +$615K +5,031 New
SC
606
Savant Capital
Illinois
$523K +$23.5K +192 +4%
SACTSONJ
607
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$521K – – –
CCM
608
CAAS Capital Management
New York
$521K +$611K +5,000 New
FPB
609
First PREMIER Bank
South Dakota
$518K – – –
PWM
610
PBMares Wealth Management
Virginia
$513K – – –
AIP
611
Ameritas Investment Partners
Nebraska
$512K -$44.3K -362 -7%
JCM
612
Jacobi Capital Management
Pennsylvania
$510K +$7.7K +63 +1%
SHA
613
Seneca House Advisors
Virginia
$506K -$1.1K -9 -0.2%
DPIM
614
Duff & Phelps Investment Management
Illinois
$506K – – –
SC
615
Sonen Capital
California
$500K – – –
TC
616
TownSquare Capital
Utah
$496K +$3.91K +32 +0.7%
SWM
617
Spire Wealth Management
Virginia
$494K -$79K -646 -12%
BCI
618
Brinker Capital Investments
Pennsylvania
$491K -$14.7K -120 -2%
FNT
619
First National Trust
Pennsylvania
$489K -$33.5K -274 -6%
RIA
620
Richwood Investment Advisors
Ohio
$488K -$3.67K -30 -0.6%
AG
621
Ascent Group
Virginia
$487K -$122K -997 -18%
HAG
622
HighPoint Advisor Group
Illinois
$485K +$559K +4,570 New
PFS
623
Prospera Financial Services
Texas
$480K -$4.64K -38 -0.8%
PA
624
Parallel Advisors
California
$480K +$21.5K +176 +4%
AIM
625
Allen Investment Management
New York
$480K +$74.6K +610 +15%
23 24
25
26 27