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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
651
ACG Wealth
Georgia
$434K +$19.7K +203 +5%
RCC
652
Red Cedar Capital
Nebraska
$428K – – –
DWA
653
Douglass Winthrop Advisors
New York
$427K – – –
VAM
654
Verity Asset Management
North Carolina
$425K +$42K +432 +11%
SCM
655
Shelton Capital Management
Colorado
$420K +$19.5K +200 +5%
EWM
656
Evercore Wealth Management
New York
$418K – – –
IMOV
657
Investment Management of Virginia
Virginia
$411K – – –
CAN
658
Cetera Advisor Networks
California
$410K +$5.45K +56 +1%
RW
659
REDW Wealth
New Mexico
$409K -$91.9K -945 -18%
HIM
660
Hillsdale Investment Management
Ontario, Canada
$408K +$418K +4,300 New
DHFB
661
Dixon Hubard Feinour & Brown
Virginia
$403K -$4.86K -50 -1%
TSW
662
Thompson Siegel & Walmsley
Virginia
$403K – – –
FAAS
663
First Allied Advisory Services
California
$402K +$18.9K +194 +5%
CBU
664
CIBC Bank USA
Illinois
$397K +$20.9K +215 +5%
MC
665
Moors & Cabot
Massachusetts
$397K +$21.9K +225 +6%
FSA
666
Franklin Street Advisors
North Carolina
$395K +$16.1K +165 +4%
IUHSA
667
Itau Unibanco Holding S.A.
Brazil
$394K +$121K +1,239 +43%
S
668
SignatureFD
Georgia
$387K +$32.2K +331 +9%
LNB
669
Ledyard National Bank
$382K – – –
MWPCG
670
Measured Wealth Private Client Group
New Hampshire
$382K +$1.95K +20 +0.5%
NERM
671
New England Research & Management
Illinois
$380K +$9.73K +100 +3%
KJHP
672
K.J. Harrison & Partners
Ontario, Canada
$380K +$389K +4,000 New
MIM
673
Manitou Investment Management
Ontario, Canada
$380K +$389K +4,000 New
EGA
674
Eagle Global Advisors
Texas
$379K -$143K -1,470 -27%
DWM
675
Dakota Wealth Management
Florida
$377K -$72K -740 -16%
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