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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
S
601
Seeyond
France
$492K -$9.73K -99 -2%
AAG
602
Armstrong Advisory Group
Massachusetts
$491K +$519K +5,280 New
BAM
603
Blueshift Asset Management
New Jersey
$488K -$89.3K -908 -15%
IIM
604
Intact Investment Management
Quebec, Canada
$483K -$98.3K -1,000 -16%
FPB
605
First PREMIER Bank
South Dakota
$479K +$19.7K +200 +4%
CF
606
Copperwynd Financial
Arizona
$471K +$3.34K +34 +0.7%
PFO
607
Pathstone Family Office
New Jersey
$470K +$378K +3,842 +42%
CIC
608
Crawford Investment Counsel
Georgia
$469K – – –
EVM
609
Evelyn V. Moreno
$466K – – –
UCI
610
Uncommon Cents Investing
Wisconsin
$465K -$983 -10 -0.2%
SACTSONJ
611
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$465K – – –
CCM
612
CAAS Capital Management
New York
$465K +$37.7K +383 +8%
SC
613
Savant Capital
Illinois
$459K +$17.5K +178 +4%
SFI
614
Siemens Fonds Invest
Germany
$457K -$50.3K -512 -9%
HWA
615
Heritage Wealth Advisors
Virginia
$456K +$34.3K +349 +8%
FFM
616
Forum Financial Management
Illinois
$449K – – –
PWM
617
PBMares Wealth Management
Virginia
$448K – – –
SC
618
Sonen Capital
California
$446K – – –
XF
619
XML Financial
Maryland
$445K -$24.6K -250 -5%
BCI
620
Brinker Capital Investments
Pennsylvania
$444K -$55.7K -567 -11%
CI
621
Cigna Investments
Connecticut
$443K – – –
OPS
622
Orion Portfolio Solutions
Nebraska
$439K +$140K +1,428 +43%
SHA
623
Seneca House Advisors
Virginia
$438K -$4.33K -44 -0.9%
CGL
624
Clarius Group LLC
Washington
$437K -$14.7K -150 -3%
PA
625
Profund Advisors
Maryland
$436K +$42.6K +433 +10%
23 24
25
26 27