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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
676
Winton Group
United Kingdom
$484K -$190K -1,764 -32%
EH
677
Equitable Holdings
New York
$482K -$203K -1,879 -34%
BB
678
Busey Bank
Illinois
$482K -$88.7K -822 -18%
OIA
679
OneDigital Investment Advisors
Kansas
$481K +$396K +3,667 New
ECM
680
Evergreen Capital Management
Washington
$480K +$47.6K +441 +14%
MG
681
Marex Group
$475K +$391K +3,626 New
SIA
682
Soltis Investment Advisors
Utah
$473K +$34.2K +317 +10%
CW
683
Connectus Wealth
Ohio
$472K +$17.7K +164 +5%
JF
684
Joule Financial
Kentucky
$471K +$387K +3,591 New
SPA
685
Sherbrooke Park Advisers
New York
$468K +$54.8K +508 +17%
DJSG
686
D.J. St. Germain
Massachusetts
$464K – – –
MBT
687
Montecito Bank & Trust
California
$462K -$6.8K -63 -2%
AP
688
Americana Partners
Texas
$457K +$108 +1 +0%
UM
689
UniSuper Management
Australia
$454K +$82.3K +763 +28%
RT
690
Rockland Trust
Massachusetts
$453K – – –
CWM
691
Concentric Wealth Management
California
$450K – – –
DI
692
DFPG Investments
Utah
$450K -$35.3K -327 -9%
FNT
693
First National Trust
Pennsylvania
$450K -$3.24K -30 -0.9%
PCM
694
Penserra Capital Management
California
$449K -$71.8K -666 -16%
BWCS
695
Beirne Wealth Consulting Services
Connecticut
$448K +$368K +3,415 New
PPWP
696
Premier Path Wealth Partners
New Jersey
$447K +$385K +3,565 New
CWM
697
Circle Wealth Management
New Jersey
$447K -$3.02K -28 -0.8%
NS
698
NBC Securities
Alabama
$447K -$3.67K -34 -1%
HW
699
Hancock Whitney
Mississippi
$446K +$2.7K +25 +0.7%
VVP
700
Venture Visionary Partners
Ohio
$445K -$68.9K -639 -16%
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