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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
726
Alpha Omega Wealth Management
Virginia
$85K – – –
NSB
727
Norway Savings Bank
Maine
$85K +$78.5K +974 New
CFA
728
Carroll Financial Associates
North Carolina
$81K – – –
M
729
MOTCO
Texas
$81K – – –
WIM
730
Westside Investment Management
California
$78.4K +$70.9K +879 New
WA
731
WealthTrust-Arizona
Arizona
$77K +$81 +1 +0.1%
LNB
732
Ledyard National Bank
$74K – – –
NFG
733
Next Financial Group
Texas
$73K +$63.7K +790 +1,580%
TWA
734
TCI Wealth Advisors
Arizona
$66K – – –
LJHT
735
Laurie J. Hall Trustee
$66K +$60.5K +750 New
GBT
736
Grove Bank & Trust
Florida
$64K +$25.4K +315 +76%
ST
737
Smithfield Trust
Pennsylvania
$62K -$11.7K -145 -17%
MIC
738
MU Investments Company
Japan
$61K -$34.7K -430 -38%
CPP
739
Crow Point Partners
Massachusetts
$60K -$30.4K -377 -35%
DAM
740
Delta Asset Management
Tennessee
$55K – – –
SBL
741
Sargent Bickham Lagudis
Colorado
$47K – – –
GAM
742
Gemmer Asset Management
California
$46K – – –
FPF
743
FNY Partners Fund
New York
$46K +$42.2K +523 New
WOC
744
West Oak Capital
California
$45.5K +$4.03K +50 +11%
YWP
745
YorkBridge Wealth Partners
New York
$45K +$42.7K +530 New
AIM
746
Acrospire Investment Management
Illinois
$44K -$72.6K -900 -64%
SFG
747
SevenBridge Financial Group
Pennsylvania
$44K – – –
GWS
748
Glassman Wealth Services
Virginia
$44K +$16.1K +200 +65%
DSC
749
Duncker Streett & Co
Missouri
$42K – – –
OSNBOA
750
Old Second National Bank of Aurora
Illinois
$41K – – –
28 29
30
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