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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
701
Benjamin F. Edwards & Company
Missouri
$337K +$33.1K +271 +9%
DMBA
702
Deseret Mutual Benefit Administrators
Utah
$335K +$28.6K +234 +8%
WANY
703
Wealthspire Advisors (New York)
New York
$334K -$829K -6,783 -68%
IC
704
Intersect Capital
California
$334K +$58.3K +477 +17%
PCS
705
Personal CFO Solutions
New Jersey
$333K -$81.2K -664 -17%
PCA
706
Personal Capital Advisors
California
$331K -$366K -2,990 -48%
MFP
707
Meridian Financial Partners
Virginia
$331K +$105K +861 +40%
SIG
708
Sargent Investment Group
Maryland
$330K +$39.7K +325 +11%
SIA
709
Soltis Investment Advisors
Utah
$328K -$1.55M -12,658 -80%
EWM
710
EPG Wealth Management
Georgia
$328K -$9.41K -77 -2%
EAM
711
Empirical Asset Management
Massachusetts
$328K -$9.17K -75 -2%
SSG
712
Summit Securities Group
New York
$325K +$43.2K +353 +13%
CTC
713
Central Trust Company
Missouri
$323K -$39.7K -325 -9%
ZCA
714
Zeke Capital Advisors
Pennsylvania
$319K -$5.99K -49 -2%
PG
715
Proffitt & Goodson
Tennessee
$319K +$30.3K +248 +9%
TI
716
tru Independence
Oregon
$316K +$371K +3,032 New
OC
717
Oarsman Capital
Wisconsin
$315K -$40.8K -334 -10%
SA
718
Syntax Advisors
New York
$315K +$64.8K +530 +21%
VCG
719
Vantage Consulting Group
Virginia
$315K +$64.8K +530 +21%
CSI
720
Cross Staff Investments
New York
$313K – – –
HFM
721
Hartford Financial Management
Connecticut
$313K – – –
MWP
722
MYCIO Wealth Partners
Pennsylvania
$309K +$34.8K +285 +11%
ECM
723
Evergreen Capital Management
Washington
$309K +$117K +956 +48%
S
724
SimplyRich
California
$306K – – –
CW
725
CreativeOne Wealth
Kansas
$306K +$17K +139 +5%
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30 31