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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DPIM
626
Duff & Phelps Investment Management
Illinois
$638K – – –
SHA
627
Seneca House Advisors
Virginia
$638K – – –
CGL
628
Clarius Group LLC
Washington
$637K – – –
MPIA
629
Mountain Pacific Investment Advisers
Idaho
$636K +$16K +110 +2%
JCM
630
Jacobi Capital Management
Pennsylvania
$635K +$65.2K +447 +10%
AG
631
AIA Group
Hong Kong
$634K -$1.65M -11,325 -70%
BCI
632
Brinker Capital Investments
Pennsylvania
$634K -$5.54K -38 -0.8%
BBA
633
Baader Bank Aktiengesellschaft
Germany
$634K – – –
SC
634
Savant Capital
Illinois
$634K +$8.6K +59 +1%
FMLI
635
Fukoku Mutual Life Insurance
Japan
$632K -$23.3K -160 -3%
SC
636
Sonen Capital
California
$630K – – –
BRWM
637
B. Riley Wealth Management
Tennessee
$630K +$700K +4,800 New
CAIMH
638
Central Asset Investments & Management Holdings
Hong Kong
$630K +$700K +4,800 New
TMAM
639
Tokio Marine Asset Management
Japan
$628K – – –
TC
640
TownSquare Capital
Utah
$622K +$27.7K +190 +4%
RIA
641
Richwood Investment Advisors
Ohio
$619K – – –
OQS
642
Occudo Quantitative Strategies
Florida
$614K -$2.33M -15,965 -77%
PFS
643
Prospera Financial Services
Texas
$609K +$274K +1,878 +68%
MWM
644
Meridian Wealth Management
Kentucky
$606K +$1.75K +12 +0.3%
WCM
645
Whitener Capital Management
North Carolina
$605K +$52.5K +360 +8%
P
646
Pitcairn
Pennsylvania
$603K +$6.71K +46 +1%
CCM
647
Coldstream Capital Management
Washington
$596K -$118K -809 -15%
CI
648
Conning Inc
Connecticut
$596K -$21.7K -149 -3%
FSA
649
Franklin Street Advisors
North Carolina
$596K – – –
PA
650
Parallel Advisors
California
$596K +$121K +833 +23%
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