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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
651
MAI Capital Management
Ohio
$392K -$3.35K -32 -0.8%
AIM
652
Acropolis Investment Management
Missouri
$390K -$29.7K -284 -7%
BCM
653
Brookstone Capital Management
Illinois
$388K -$165K -1,574 -28%
IMOV
654
Investment Management of Virginia
Virginia
$388K – – –
SFP
655
Sweet Financial Partners
Minnesota
$388K – – –
PTC
656
Petrus Trust Company
Texas
$385K -$293K -2,796 -41%
IIM
657
Intact Investment Management
Quebec, Canada
$385K -$126K -1,200 -23%
CL
658
CSS LLC
Illinois
$385K – – –
RWB
659
RMR Wealth Builders
New Jersey
$385K – – –
EH
660
Equitable Holdings
New York
$383K +$120K +1,148 +40%
WCM
661
Whitener Capital Management
North Carolina
$381K -$8.69K -83 -2%
WMS
662
Wealth Management Solutions
Pennsylvania
$374K +$2.2K +21 +0.5%
PT
663
Plimoth Trust
Massachusetts
$366K -$376K -3,593 -49%
VT
664
Vise Technologies
New York
$366K +$168K +1,609 +73%
LWM
665
Lyell Wealth Management
California
$363K +$105 +1 +0%
SFA
666
Sequoia Financial Advisors
Ohio
$362K -$17.1K -163 -4%
PTP
667
Platform Technology Partners
New York
$362K +$1.36K +13 +0.3%
HIA
668
Harbor Investment Advisory
Maryland
$358K -$20.9K -200 -5%
PCM
669
Pointe Capital Management
Michigan
$358K -$1.78K -17 -0.5%
PTC
670
Private Trust Company
Ohio
$357K +$64.5K +616 +20%
AIM
671
Aigen Investment Management
New York
$355K -$4M -38,240 -91%
CWM
672
Concentric Wealth Management
California
$355K -$7.85K -75 -2%
DIS
673
Diversified Investment Strategies
Louisiana
$354K -$55K -525 -12%
RCA
674
Riverview Capital Advisers
Massachusetts
$351K +$1.57K +15 +0.7%
ECM
675
Evergreen Capital Management
Washington
$349K +$380K +3,634 New
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