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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
701
Boyd Watterson Asset Management
Ohio
$239K – – –
FANJ
702
Financial Architects (New Jersey)
New Jersey
$238K – – –
BJL
703
Brighton Jones LLC
Washington
$234K +$3.81K +44 +1%
MWP
704
MYCIO Wealth Partners
Pennsylvania
$233K -$29K -335 -10%
MVA
705
Mount Vernon Associates
Maryland
$233K – – –
SIC
706
Salem Investment Counselors
North Carolina
$232K -$563K -6,500 -68%
SFG
707
Summit Financial Group
West Virginia
$232K – – –
GRP
708
Global Retirement Partners
California
$231K -$433 -5 -0.2%
WT
709
Whittier Trust
California
$230K -$22.1K -255 -8%
BC
710
Blueport Capital
Texas
$230K -$16.5K -191 -6%
GCAC
711
Guardian Capital Advisors (Canada)
Ontario, Canada
$229K +$8.66K +100 +4%
KWM
712
Kingsview Wealth Management
Oregon
$229K +$54.6K +631 +26%
HFM
713
Hartford Financial Management
Connecticut
$229K +$86.6K +1,000 +49%
AWM
714
Altium Wealth Management
New York
$227K +$55.5K +641 +27%
BDF
715
Balasa Dinverno & Foltz
$225K -$24.3K -281 -9%
SSB
716
Sandy Spring Bank
Maryland
$223K +$182K +2,100 +249%
BHBT
717
Burke & Herbert Bank & Trust
Virginia
$221K – – –
FIM
718
Freedom Investment Management
Connecticut
$220K -$70.6K -815 -22%
CCB
719
Cutter & Co Brokerage
Missouri
$219K +$24.8K +286 +11%
EMG
720
Ellington Management Group
Connecticut
$219K +$60.6K +700 +32%
WGA
721
Weather Gauge Advisory
Virginia
$218K +$250K +2,881 New
PCM
722
Pointe Capital Management
Michigan
$210K -$2.77K -32 -1%
EAM
723
Exane Asset Management
France
$210K +$240K +2,774 New
AC
724
Alexandria Capital
Virginia
$209K -$13.4K -155 -5%
AC
725
Addison Capital
Pennsylvania
$208K -$6.06K -70 -2%
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30 31