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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
701
Monetary Management Group
Missouri
$18K – – –
IWMPD
702
Integrated Wealth Management (Palm Desert)
California
$18K +$4.46K +65 +36%
PWM
703
Perigon Wealth Management
California
$17K – – –
QAM
704
QCI Asset Management
New York
$16K – – –
TFO
705
Tarbox Family Office
California
$16K – – –
IWC
706
Integrated Wealth Counsel
California
$16K +$14.8K +216 New
DOA
707
D'Orazio & Associates
Virginia
$15K -$18.1K -263 -56%
VCM
708
Versant Capital Management
Arizona
$15K +$618 +9 +4%
MRCM
709
M&R Capital Management
New Jersey
$14K – – –
PFSC
710
Peoples Financial Services Corp
Pennsylvania
$14K – – –
HDIM
711
Hanson & Doremus Investment Management
Vermont
$14K +$13.7K +200 New
PCP
712
Proficio Capital Partners
Massachusetts
$13K +$2.54K +37 +26%
VNA
713
Valley National Advisers
Pennsylvania
$12K -$6.53K -95 -37%
ZB
714
Zions Bancorporation
Utah
$12K -$3.57K -52 -23%
EFSCE
715
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$2.2K -32 -16%
TIM
716
Tortoise Investment Management
New York
$12K – – –
WA
717
Winfield Associates
Ohio
$12K – – –
SWA
718
Sutton Wealth Advisors
Florida
$11.6K – – –
MCM
719
Manchester Capital Management
Vermont
$11K -$47.6K -693 -82%
DPA
720
Delphi Private Advisors
California
$11K -$3.57K -52 -25%
SSB
721
Sandy Spring Bank
Maryland
$11K – – –
PFBT
722
Parkside Financial Bank & Trust
Missouri
$11K +$618 +9 +7%
SGAM
723
Smith Group Asset Management
Texas
$11K +$1.37K +20 +14%
BL
724
Balentine LLC
Georgia
$10K – – –
CHC
725
City Holding Co
West Virginia
$10K – – –
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29
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