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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
601
Maven Securities
Jersey
$1.25M -$3.53M -20,402 -74%
MLA
602
My Legacy Advisors
Oregon
$1.23M +$183K +1,058 +20%
GS
603
GWN Securities
Florida
$1.23M +$1.04M +6,033 New
PFS
604
Prospera Financial Services
Texas
$1.23M +$326K +1,882 +38%
BCM
605
Barden Capital Management
Texas
$1.23M +$4.33K +25 +0.4%
VI
606
Vestcor Inc
New Brunswick, Canada
$1.22M -$127K -736 -10%
GI
607
GAMMA Investing
California
$1.22M +$165K +953 +16%
AF
608
Arrow Financial
New York
$1.21M – – –
BEI
609
Benjamin Edwards Inc
Missouri
$1.21M -$24.2K -140 -2%
SAM
610
Selway Asset Management
$1.2M – – –
RFC
611
Regions Financial Corp
Alabama
$1.2M -$59.9K -346 -5%
CSP
612
Cary Street Partners
Virginia
$1.19M +$1.16M +6,676 New
AFG
613
Atomi Financial Group
New York
$1.18M +$147K +848 +15%
ADL
614
Asset Dedication LLC
California
$1.18M -$49.5K -286 -4%
SIG
615
Sargent Investment Group
Maryland
$1.16M -$3.46K -20 -0.3%
WIA
616
Westbourne Investment Advisors
Maryland
$1.15M -$22.5K -130 -2%
CFG
617
Cooper Financial Group
California
$1.12M +$118K +681 +12%
CK
618
Cohen Klingenstein
New York
$1.12M – – –
AWM
619
Axxcess Wealth Management
California
$1.11M +$151K +870 +16%
IIM
620
INTECH Investment Management
Florida
$1.11M +$789K +4,556 +275%
WCM
621
Whitener Capital Management
North Carolina
$1.1M -$34.6K -200 -3%
GL
622
Graypoint LLC
New York
$1.09M +$75.1K +434 +8%
SAM
623
Smartleaf Asset Management
Massachusetts
$1.09M +$245K +1,416 +30%
SW
624
SteelPeak Wealth
California
$1.09M +$167K +964 +19%
AI
625
Arvest Investments
Arkansas
$1.08M -$76.5K -442 -7%
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25
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