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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
676
Private Capital Group
Connecticut
$82K -$37.3K -558 -33%
RCG
677
Rock Creek Group
District of Columbia
$81K -$25.4K -380 -25%
AIM
678
Anchor Investment Management
South Carolina
$66K – – –
LTI
679
Laffer Tengler Investments
Tennessee
$64.1K – – –
IAS
680
IMA Advisory Services
Colorado
$64K – – –
SDIC
681
South Dakota Investment Council
South Dakota
$64K – – –
TPCW
682
TD Private Client Wealth
New York
$63.5K -$735 -11 -1%
PMFA
683
Plante Moran Financial Advisors
Michigan
$61K – – –
CFA
684
Carroll Financial Associates
North Carolina
$60K – – –
PFS
685
Prospera Financial Services
Texas
$60K +$55.6K +832 New
FFA
686
Founders Financial Alliance
North Carolina
$60K +$56K +838 New
NSB
687
Norway Savings Bank
Maine
$59K -$4.68K -70 -8%
CCA
688
Column Capital Advisors
Indiana
$58K -$30.7K -459 -36%
NNP
689
Nachman Norwood & Parrott
South Carolina
$57K +$53.1K +795 New
MAM
690
Magellan Asset Management
Australia
$55K – – –
PCM
691
Penserra Capital Management
California
$53K -$891K -13,322 -95%
RIM
692
Rampart Investment Management
Connecticut
$53K -$189K -2,830 -79%
AA
693
Advisory Alpha
Michigan
$52K +$44.4K +664 New
PFO
694
Pathstone Family Office
New Jersey
$51K – – –
JWM
695
Janiczek Wealth Management
Colorado
$51K +$47K +703 New
TAIM
696
TD Ameritrade Investment Management
Nebraska
$50K +$735 +11 +2%
HCM
697
Highlander Capital Management
New Jersey
$50K +$6.68K +100 +17%
SFS
698
Sowell Financial Services
Arkansas
$48K +$31.4K +470 +236%
CSPIA
699
Cary Street Partners Investment Advisory
Virginia
$48K +$44.3K +662 New
WPA
700
West Paces Advisors
Georgia
$45.5K – – –
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