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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
626
Dorsey & Whitney Trust
South Dakota
$487K +$4.65K +52 +1%
MWPCG
627
Measured Wealth Private Client Group
New Hampshire
$485K -$225K -2,520 -32%
AC
628
Allstate Corporation
Illinois
$485K +$47.4K +530 +11%
SC
629
SRB Corp
Massachusetts
$481K +$474K +5,302 New
DPIM
630
Duff & Phelps Investment Management
Illinois
$478K – – –
VWM
631
Valley Wealth Managers
New Jersey
$477K -$104K -1,160 -18%
MBT
632
Montecito Bank & Trust
California
$476K -$26.2K -293 -5%
FWM
633
Frontier Wealth Management
Missouri
$472K -$46.9K -524 -9%
SHA
634
Seneca House Advisors
Virginia
$469K -$11.4K -127 -2%
CSA
635
Cottage Street Advisors
Massachusetts
$463K +$456K +5,100 New
PVWM
636
Point View Wealth Management
New Jersey
$460K -$22.6K -253 -5%
LOAME
637
Lombard Odier Asset Management (Europe)
United Kingdom
$460K – – –
CF
638
Copperwynd Financial
Arizona
$460K +$17K +190 +4%
JCM
639
Jacobi Capital Management
Pennsylvania
$456K +$54.2K +606 +14%
ALAM
640
Asahi Life Asset Management
Japan
$456K +$449K +5,020 New
SACTSONJ
641
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$454K – – –
SWP
642
Stratos Wealth Partners
Ohio
$451K +$137K +1,527 +44%
APA
643
American Portfolios Advisors
New York
$447K -$5.01K -56 -1%
OFS
644
OneAscent Financial Services
Alabama
$439K +$433K +4,837 New
KA
645
Kintegral Advisory
New York
$436K – – –
AA
646
ALPS Advisors
Colorado
$419K -$107K -1,202 -21%
MAFM
647
Mid Atlantic Financial Management
Pennsylvania
$413K +$407K +4,551 New
EGA
648
E&G Advisors
Texas
$412K – – –
RCC
649
Red Cedar Capital
Nebraska
$409K – – –
GF
650
Gabelli Funds
New York
$408K +$62.6K +700 +18%
24 25
26
27 28