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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
676
Savant Capital
Illinois
$692K +$70K +453 +10%
CA
677
Cetera Advisors
Colorado
$690K -$263K -1,705 -26%
MPIA
678
Mountain Pacific Investment Advisers
Idaho
$687K -$154K -1,000 -17%
IP
679
Ignite Planners
California
$686K +$672K +4,349 New
IC
680
IEQ Capital
California
$685K -$113K -734 -13%
RIA
681
Richwood Investment Advisors
Ohio
$684K +$728K +4,714 New
CI
682
Conning Inc
Connecticut
$680K +$5.1K +33 +0.7%
MGP
683
Metis Global Partners
California
$680K +$725K +4,690 New
PIFP
684
Partners in Financial Planning
Virginia
$680K +$14.7K +95 +2%
B
685
Barings
North Carolina
$672K -$38.5K -249 -5%
MWM
686
Meridian Wealth Management
Kentucky
$668K +$46.3K +300 +7%
TC
687
TownSquare Capital
Utah
$660K -$49.3K -319 -7%
P
688
Pitcairn
Pennsylvania
$660K -$16.4K -106 -2%
SIA
689
Schechter Investment Advisors
Michigan
$660K +$702K +4,546 New
FSA
690
Franklin Street Advisors
North Carolina
$659K – – –
GWM
691
Geneos Wealth Management
Colorado
$658K -$4.63K -30 -0.7%
AHC
692
Adell Harriman & Carpenter
Texas
$657K +$700K +4,531 New
RCC
693
Red Cedar Capital
Nebraska
$655K – – –
DCM
694
Difesa Capital Management
New York
$653K +$695K +4,500 New
PCM
695
Parsons Capital Management
Rhode Island
$652K +$5.1K +33 +0.7%
BPA
696
Beacon Pointe Advisors
California
$652K +$234K +1,517 +51%
TAM
697
Trust Asset Management
Texas
$646K – – –
SFG
698
Summit Financial Group
West Virginia
$641K – – –
CGL
699
Clarius Group LLC
Washington
$637K +$10K +65 +2%
JCM
700
Jacobi Capital Management
Pennsylvania
$636K +$309 +2 +0%
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