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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
651
Alpha Cubed Investments
California
$423K -$46.9K -384 -9%
PFGIA
652
Patriot Financial Group Insurance Agency
Massachusetts
$421K +$24.7K +202 +5%
MCCP
653
Mission Creek Capital Partners
California
$420K -$28.7K -235 -6%
IMOV
654
Investment Management of Virginia
Virginia
$420K – – –
RWB
655
RMR Wealth Builders
New Jersey
$417K -$251K -2,057 -34%
QOP
656
Quinn Opportunity Partners
Virginia
$417K +$489K +4,000 New
FMAEN1
657
Fund Management at Engine No 1
California
$414K +$57K +466 +13%
CAN
658
Cetera Advisor Networks
California
$413K +$101K +827 +26%
GIA
659
Gateway Investment Advisers
Ohio
$411K +$15.6K +128 +3%
AC
660
ASB Consultores
Florida
$400K +$66.5K +544 +16%
LWM
661
Lyell Wealth Management
California
$399K +$3.42K +28 +0.7%
DJSG
662
D.J. St. Germain
Massachusetts
$398K – – –
WMS
663
Wealth Management Solutions
Pennsylvania
$398K +$2.2K +18 +0.5%
JCIA
664
Jackson Creek Investment Advisors
Colorado
$398K +$443K +3,627 New
NERM
665
New England Research & Management
Illinois
$396K -$20.8K -170 -4%
BJL
666
Brighton Jones LLC
Washington
$395K +$7.09K +58 +2%
SAI
667
Systematic Alpha Investments
New Jersey
$394K – – –
SIG
668
Sky Investment Group
Connecticut
$393K +$4.28K +35 +0.9%
PTP
669
Platform Technology Partners
New York
$392K -$2.08K -17 -0.5%
SI
670
Stephens Inc
Arkansas
$392K +$216K +1,770 +89%
HW
671
Hancock Whitney
Mississippi
$388K -$41.8K -342 -8%
PA
672
Probity Advisors
Texas
$387K -$244 -2 -0.1%
CWM
673
Concentric Wealth Management
California
$386K – – –
UB
674
UMB Bank
Missouri
$381K -$1.02M -8,306 -69%
BRWA
675
B. Riley Wealth Advisors
Florida
$379K +$5.01K +41 +1%
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