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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
626
Independent Advisor Alliance
North Carolina
$708K +$33.9K +250 +6%
GIM
627
Greylin Investment Management
Virginia
$703K -$183K -1,350 -22%
SHA
628
Seneca House Advisors
Virginia
$701K – – –
TNBTD
629
Trustmark National Bank Trust Department
Mississippi
$699K +$60.4K +446 +10%
PI
630
PineBridge Investments
New York
$699K -$1.07M -7,878 -63%
AWS
631
Aspen Wealth Strategies
Colorado
$691K -$69.9K -516 -10%
VCG
632
Vantage Consulting Group
Virginia
$688K +$267K +1,974 +75%
WPC
633
Wedmont Private Capital
Pennsylvania
$683K +$89.6K +662 +16%
DF
634
Donoghue Forlines
Massachusetts
$682K -$118K -871 -16%
BFEC
635
Benjamin F. Edwards & Company
Missouri
$672K -$3.12K -23 -0.5%
SIG
636
Sky Investment Group
Connecticut
$669K -$813 -6 -0.1%
TAM
637
Trust Asset Management
Texas
$665K – – –
MPIA
638
Mountain Pacific Investment Advisers
Idaho
$662K – – –
ECU
639
Eisler Capital (UK)
United Kingdom
$658K -$975K -7,202 -62%
SFG
640
Summit Financial Group
West Virginia
$657K – – –
DPIM
641
Duff & Phelps Investment Management
Illinois
$656K +$22.6K +167 +4%
VSQM
642
V-Square Quantitative Management
Illinois
$652K +$209K +1,543 +54%
MG
643
Marex Group
$647K +$97.6K +721 +20%
UCI
644
Uncommon Cents Investing
Wisconsin
$645K – – –
STA
645
Summit Trail Advisors
New York
$642K +$199K +1,472 +52%
FSA
646
Franklin Street Advisors
North Carolina
$636K – – –
MLA
647
My Legacy Advisors
Oregon
$635K +$578K +4,266 New
SC
648
SouthState Corp
Florida
$635K -$24.6K -182 -4%
ACA
649
Aptus Capital Advisors
Alabama
$634K +$130K +958 +29%
LFA
650
LGT Financial Advisors
Texas
$633K – – –
24 25
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