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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
CGN Advisors
Kansas
$2.71M -$113K -593 -4%
VSI
702
Verde Servicos Internacionais
Brazil
$2.71M – – –
PWM
703
Perigon Wealth Management
California
$2.71M +$134K +702 +5%
SCM
704
Shelton Capital Management
Colorado
$2.7M -$22.2K -116 -0.9%
EBWM
705
Eagle Bluffs Wealth Management
Missouri
$2.7M +$22.6K +118 +0.9%
HCCM
706
Hudson Canyon Capital Management
New York
$2.69M -$87.6K -458 -3%
IAA
707
Independent Advisor Alliance
North Carolina
$2.66M -$272K -1,421 -10%
SFS
708
Sowell Financial Services
Arkansas
$2.63M +$105K +551 +4%
RRA
709
Round Rock Advisors
Connecticut
$2.63M +$2.1K +11 +0.1%
RBI
710
Raiffeisen Bank International
Austria
$2.63M -$512K -2,676 -17%
MIH
711
Meitav Investment House
Israel
$2.63M +$236K +1,236 +10%
UB
712
UMB Bank
Missouri
$2.61M -$58K -303 -2%
KFBMI
713
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.6M – – –
MAA
714
Mraz Amerine & Associates
California
$2.59M +$2.47M +12,909 New
HAG
715
HighPoint Advisor Group
Illinois
$2.57M +$199K +1,041 +9%
DWM
716
Dynasty Wealth Management
Florida
$2.54M +$56K +293 +2%
CFIA
717
Cantor Fitzgerald Investment Advisors
New York
$2.5M +$45.9K +240 +2%
EW
718
Elyxium Wealth
California
$2.48M +$2.37M +12,375 New
IAS
719
IMA Advisory Services
Colorado
$2.48M -$190K -994 -7%
SFG
720
SageGuard Financial Group
Tennessee
$2.48M +$668K +3,494 +39%
ACP
721
Aviance Capital Partners
Florida
$2.48M -$53.8K -281 -2%
VSQM
722
V-Square Quantitative Management
Illinois
$2.48M -$41.5K -217 -2%
CGPCS
723
Capital Group Private Client Services
California
$2.47M -$50.5K -264 -2%
EWL
724
Emissary Wealth LLC
New Jersey
$2.47M +$621K +3,245 +36%
VA
725
VestGen Advisors
Illinois
$2.47M -$520K -2,716 -18%
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