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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
626
Keel Point
Alabama
$422K +$421K +5,355 New
ATC
627
Argent Trust Company
Louisiana
$415K – – –
WIS
628
Wright Investors Service
Connecticut
$415K +$24.9K +317 +6%
CCM
629
Check Capital Management
California
$402K -$56K -712 -12%
TTWM
630
TCV Trust & Wealth Management
Virginia
$402K -$51.1K -650 -11%
DTL
631
Dynamic Technology Lab
Singapore
$402K +$401K +5,106 New
ICAS
632
Investors Capital Advisory Services
Massachusetts
$400K +$9.82K +125 +3%
WTB
633
Washington Trust Bank
Washington
$399K -$7.86K -100 -2%
MVA
634
Mount Vernon Associates
Maryland
$398K – – –
N
635
Natixis
France
$397K +$395K +5,032 New
OIA
636
Optimum Investment Advisors
Illinois
$396K +$31.4K +400 +9%
WEC
637
Winslow Evans & Crocker
Massachusetts
$396K +$37.4K +476 +10%
SGA
638
Strategic Global Advisors
California
$395K – – –
CI
639
Cowen Inc
New York
$394K – – –
KCM
640
Karp Capital Management
California
$392K -$21.6K -275 -5%
LTFS
641
Ladenburg Thalmann Financial Services
Florida
$388K -$85.8K -1,092 -18%
TCB
642
Texas Capital Bancshares
Texas
$388K -$74.7K -951 -16%
P
643
Pitcairn
Pennsylvania
$376K -$9.04K -115 -2%
IFS
644
Ifrah Financial Services
Arkansas
$365K +$79 +1 +0%
WPP
645
Whalerock Point Partners
Rhode Island
$360K – – –
PGFC
646
Peapack-Gladstone Financial Corp
New Jersey
$360K +$43K +547 +14%
VIA
647
Vident Investment Advisory
Georgia
$354K +$68.9K +877 +24%
FSA
648
Franklin Street Advisors
North Carolina
$351K +$27.7K +352 +9%
GVT
649
Genesee Valley Trust
New York
$340K +$58.2K +741 +21%
ACI
650
Alpha Cubed Investments
California
$338K -$106K -1,353 -24%
24 25
26
27 28