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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
676
Sky Investment Group
Connecticut
$473K – – –
PFGIA
677
Patriot Financial Group Insurance Agency
Massachusetts
$472K +$29.6K +251 +7%
HW
678
Hancock Whitney
Mississippi
$470K -$552K -4,688 -56%
CC
679
Centiva Capital
New York
$469K -$4.24K -36 -1%
CWM
680
Concentric Wealth Management
California
$467K – – –
WG
681
Winton Group
United Kingdom
$467K +$432K +3,669 New
EF
682
Empirical Finance
Pennsylvania
$463K – – –
TAM
683
Trust Asset Management
Texas
$463K +$77K +654 +22%
AWA
684
Arkadios Wealth Advisors
Georgia
$457K +$37.5K +318 +10%
CMBA
685
C.M. Bidwell & Associates
Hawaii
$457K +$106K +897 +33%
AAM
686
Advisors Asset Management
Colorado
$455K -$82.8K -703 -16%
GTAM
687
Global Trust Asset Management
Florida
$449K -$223K -1,890 -35%
TTWM
688
TCV Trust & Wealth Management
Virginia
$449K – – –
GFP
689
Gryphon Financial Partners
Ohio
$448K +$14.6K +124 +4%
APP
690
Alpha Paradigm Partners
Illinois
$448K +$415K +3,522 New
TMAM
691
Tokio Marine Asset Management
Japan
$445K +$78.5K +666 +24%
PCM
692
Pointe Capital Management
Michigan
$438K -$4.24K -36 -1%
IAA
693
Independent Advisor Alliance
North Carolina
$436K -$26.7K -227 -6%
CFG
694
Citizens Financial Group
Rhode Island
$431K -$14.3K -121 -3%
SDWIA
695
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$424K – – –
BAIA
696
Bel Air Investment Advisors
California
$422K +$390K +3,313 New
PCA
697
Personal Capital Advisors
California
$418K +$94.7K +804 +32%
DHFB
698
Dixon Hubard Feinour & Brown
Virginia
$417K -$83.8K -711 -18%
AFS
699
Axiom Financial Strategies
Indiana
$416K – – –
BCV
700
Banque Cantonale Vaudoise
Switzerland
$407K -$141K -1,200 -27%
26 27
28
29 30