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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
676
Prudential plc
United Kingdom
$275K – – –
AC
677
Addison Capital
Pennsylvania
$271K +$248K +2,720 New
HFM
678
Harvest Fund Management
China
$271K +$248K +2,723 New
IFS
679
Ifrah Financial Services
Arkansas
$269K +$3.56K +39 +1%
FPFS
680
First Personal Financial Services
North Carolina
$268K – – –
LOAMS
681
Lombard Odier Asset Management (Switzerland)
Switzerland
$267K – – –
CA
682
Clearstead Advisors
Ohio
$266K -$1.64K -18 -0.7%
BIAS
683
Beacon Investment Advisory Services
New Jersey
$263K -$124K -1,355 -34%
PTC
684
Private Trust Company
Ohio
$260K -$22.1K -242 -8%
BTIS
685
BB&T Investment Services
North Carolina
$260K +$100K +1,098 +72%
BFIM
686
Beese Fulmer Investment Management
Ohio
$259K – – –
BDF
687
Balasa Dinverno & Foltz
$257K +$5.47K +60 +2%
PGFC
688
Peapack-Gladstone Financial Corp
New Jersey
$256K -$74.6K -818 -24%
S
689
SignatureFD
Georgia
$254K +$10.2K +112 +5%
SRAM
690
Stone Ridge Asset Management
New York
$252K +$231K +2,528 New
BCM
691
Bayesian Capital Management
New York
$250K -$1.14M -12,467 -83%
FCM
692
FJ Capital Management
Virginia
$250K +$228K +2,500 New
RWM
693
Raffa Wealth Management
District of Columbia
$250K – – –
CCM
694
Check Capital Management
California
$249K – – –
UB
695
UMB Bank
Missouri
$248K -$84K -920 -27%
SBSB
696
Sullivan, Bruyette, Speros & Blaney
Virginia
$248K -$12K -131 -5%
BRWA
697
B. Riley Wealth Advisors
Florida
$247K +$226K +2,474 New
BOS
698
Bank of Stockton
California
$245K +$225K +2,462 New
LSAG
699
Lake Street Advisors Group
New Hampshire
$245K +$225K +2,465 New
AAP
700
Arax Advisory Partners
Colorado
$242K +$1.55K +17 +0.7%
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