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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
626
Virtus Investment Advisers
Connecticut
$1.25M +$1.32M +6,994 New
SIG
627
Sargent Investment Group
Maryland
$1.24M +$95.4K +505 +8%
WANY
628
Wealthspire Advisors (New York)
New York
$1.24M -$12.5K -66 -0.9%
PCIA
629
Prime Capital Investment Advisors
Kansas
$1.24M +$338K +1,789 +35%
MLA
630
My Legacy Advisors
Oregon
$1.24M +$87.6K +464 +7%
BCM
631
Barden Capital Management
Texas
$1.23M – – –
MFP
632
Meridian Financial Partners
Virginia
$1.23M +$250K +1,323 +24%
STA
633
Summit Trail Advisors
New York
$1.23M +$501K +2,650 +63%
PP
634
Prudential plc
United Kingdom
$1.22M -$439K -2,326 -25%
CFG
635
Cooper Financial Group
California
$1.22M +$95.8K +507 +8%
FTWA
636
Fifth Third Wealth Advisors
Ohio
$1.21M +$345K +1,824 +37%
AP
637
Advisors Preferred
Maryland
$1.21M +$1.28M +6,800 New
LCS
638
Levin Capital Strategies
New York
$1.21M +$1.27M +6,749 New
MSA
639
MUFG Securities Americas
New York
$1.21M +$211K +1,115 +20%
SAM
640
Selway Asset Management
$1.21M – – –
CIS
641
Capital International Sarl
California
$1.21M +$350K +1,852 +38%
CCWM
642
Cassaday & Co Wealth Management
Virginia
$1.2M -$317K -1,678 -20%
JG
643
Jain Global
New York
$1.2M +$1.26M +6,677 New
SWM
644
Spire Wealth Management
Virginia
$1.18M +$182K +965 +17%
SAM
645
Smartleaf Asset Management
Massachusetts
$1.18M +$121K +640 +10%
HFM
646
Harvest Fund Management
China
$1.16M -$118K -627 -9%
ADL
647
Asset Dedication LLC
California
$1.15M -$34.9K -185 -3%
P
648
Pitcairn
Pennsylvania
$1.14M -$118K -626 -9%
JWCA
649
J.W. Cole Advisors
Florida
$1.13M +$738K +3,909 +162%
WIA
650
Westbourne Investment Advisors
Maryland
$1.13M -$29.3K -155 -2%
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