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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
676
Aspen Wealth Strategies
Colorado
$367K +$336K +3,355 New
GTAM
677
Global Trust Asset Management
Florida
$366K -$501 -5 -0.1%
SDWIA
678
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$365K – – –
SIG
679
Sargent Investment Group
Maryland
$362K +$18.8K +188 +6%
SIG
680
Stonegate Investment Group
Alabama
$359K +$50.9K +508 +18%
ECM
681
Evergreen Capital Management
Washington
$359K -$35.3K -353 -10%
NICM
682
Neo Ivy Capital Management
New York
$358K +$328K +3,273 New
CA
683
Cetera Advisors
Colorado
$355K +$9.41K +94 +3%
V
684
ViaWealth
Kansas
$355K +$9.01K +90 +3%
AA
685
ALPS Advisors
Colorado
$354K +$2K +20 +0.6%
LTI
686
Laffer Tengler Investments
Tennessee
$353K +$701 +7 +0.2%
CAMV
687
Concord Asset Management (Virginia)
Virginia
$353K +$69.1K +690 +27%
TCBWMS
688
Texas Capital Bank Wealth Management Services
Texas
$353K +$323K +3,223 New
TWC
689
TD Waterhouse Canada
Ontario, Canada
$352K +$84.7K +846 +40%
1IA
690
1834 Investment Advisors
Wisconsin
$351K +$67.3K +672 +26%
IP
691
Ignite Planners
California
$349K – – –
ISL
692
Ingalls & Snyder LLC
New York
$349K +$103K +1,032 +48%
RCA
693
Riverview Capital Advisers
Massachusetts
$347K +$5.31K +53 +2%
AUB
694
Atlantic Union Bankshares
Virginia
$347K -$433K -4,320 -58%
VFP
695
Verus Financial Partners
Virginia
$344K +$300 +3 +0.1%
FMLI
696
Fukoku Mutual Life Insurance
Japan
$343K – – –
WPC
697
Wedmont Private Capital
Pennsylvania
$343K +$3.4K +34 +1%
GIA
698
Gateway Investment Advisers
Ohio
$338K -$13.3K -133 -4%
EIP
699
Epoch Investment Partners
New York
$337K -$4.71K -47 -2%
CI
700
Conning Inc
Connecticut
$336K -$31K -310 -9%
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