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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
651
Patriot Financial Group Insurance Agency
Massachusetts
$175K +$14.7K +167 +5%
MA
652
MUFG Americas
New York
$170K -$179K -2,032 -38%
VFA
653
Valeo Financial Advisors
Indiana
$162K +$112K +1,270 +88%
FANJ
654
Financial Architects (New Jersey)
New Jersey
$159K – – –
HFM
655
Hartford Financial Management
Connecticut
$153K – – –
PA
656
Parallel Advisors
California
$152K -$275K -3,129 -51%
TSW
657
Thompson Siegel & Walmsley
Virginia
$150K -$141K -1,600 -35%
RTC
658
Riverview Trust Company
Washington
$149K – – –
LFAS
659
Level Four Advisory Services
Texas
$146K -$304K -3,461 -25%
GRP
660
Global Retirement Partners
California
$141K -$7.47K -85 -3%
SMFS
661
Squar Milner Financial Services
California
$132K -$879 -10 -0.4%
FMLI
662
Fukoku Mutual Life Insurance
Japan
$131K – – –
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K -$57.1K -649 -20%
WT
664
Whittier Trust
California
$126K +$2.2K +25 +1%
HWA
665
Heritage Wealth Advisors
Virginia
$124K -$48.6K -553 -18%
OPS
666
Orion Portfolio Solutions
Nebraska
$123K +$58.9K +670 +38%
CA
667
Clearstead Advisors
Ohio
$122K -$70.3K -800 -25%
PWMG
668
Prestige Wealth Management Group
New Jersey
$116K +$179K +2,040 +797%
UFF
669
USA Financial Formulas
Michigan
$115K +$80.3K +913 +67%
MA
670
MCF Advisors
Kentucky
$112K +$196K +2,230 New
CFGS
671
Concourse Financial Group Securities
Alabama
$109K +$48.1K +547 +34%
EDRH
672
Edmond de Rothschild Holding
Switzerland
$104K +$77.6K +883 +75%
1W
673
1776 Wealth
Georgia
$100K +$87.9K +1,000 +100%
PR
674
Payden & Rygel
California
$99K – – –
BL
675
Balentine LLC
Georgia
$99K +$159K +1,805 +1,081%
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