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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
701
Ellevest Inc
New York
$44K -$46.5K -695 -53%
TFA
702
Toth Financial Advisory
Virginia
$43K – – –
BCA
703
Berman Capital Advisors
Georgia
$42K -$735 -11 -2%
EP
704
Eudaimonia Partners
Tennessee
$41K -$13.7K -205 -26%
CLOS
705
Compagnie Lombard Odier SCmA
Switzerland
$40K – – –
DAM
706
Delta Asset Management
Tennessee
$40K – – –
GAM
707
Gemmer Asset Management
California
$37K – – –
CI
708
CX Institutional
Indiana
$37K +$11.2K +168 +48%
JFA
709
JNBA Financial Advisors
Minnesota
$36K – – –
SIM
710
Sentry Investment Management
Wisconsin
$35K -$1.77M -26,401 -98%
HFRG
711
Houlihan Financial Resource Group
Virginia
$35K +$27.5K +412 New
SWA
712
Sutton Wealth Advisors
Florida
$34.9K – – –
EWA
713
Evolution Wealth Advisors
Florida
$34K +$28.7K +430 +1,000%
HFM
714
Harvest Fund Management
China
$33K -$56.6K -847 -66%
APW
715
Acima Private Wealth
Virginia
$32K -$669 -10 -2%
SCM
716
Silvant Capital Management
Georgia
$32K – – –
FDCDDQ
717
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K -$89.9K -1,345 -76%
RWM
718
Raffa Wealth Management
District of Columbia
$30.2K +$468 +7 +2%
PB
719
Pinnacle Bancorp
Nebraska
$30K – – –
IA
720
IFP Advisors
Florida
$30K +$1.94K +29 +7%
HIA
721
Harbor Investment Advisory
Maryland
$30K +$25.4K +380 +1,086%
SFG
722
Sowa Financial Group
Rhode Island
$29K – – –
HDIM
723
Hanson & Doremus Investment Management
Vermont
$27K – – –
PFBT
724
Parkside Financial Bank & Trust
Missouri
$27K +$1K +15 +4%
GWS
725
Glassman Wealth Services
Virginia
$26K – – –
27 28
29
30 31