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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
726
Arax Advisory Partners
Colorado
$197K -$37.2K -374 -15%
TAM
727
Tiverton Asset Management
Delaware
$195K -$414K -4,161 -67%
MYIA
728
Mount Yale Investment Advisors
Colorado
$195K +$202K +2,034 New
HFM
729
Hartford Financial Management
Connecticut
$194K +$199K +2,000 +8,000%
PR
730
Payden & Rygel
California
$189K – – –
RE
731
RBC Europe
United Kingdom
$188K +$195K +1,960 New
C
732
Cerebellum
California
$187K +$67.4K +677 +53%
WIM
733
Westside Investment Management
California
$180K +$8.96K +90 +5%
WAM
734
Wealthspire Advisors (Maryland)
Maryland
$179K -$52.4K -526 -22%
WG
735
Welch Group
Alabama
$170K – – –
APA
736
American Portfolios Advisors
New York
$164K -$29.8K -299 -15%
IA
737
IFP Advisors
Florida
$159K +$39.8K +400 +33%
THWM
738
Taylor Hoffman Wealth Management
Virginia
$150K – – –
EWM
739
Endurance Wealth Management
Rhode Island
$145K -$4.98K -50 -3%
QCG
740
Quadrant Capital Group
Ohio
$142K +$5.28K +53 +3%
SWM
741
SeaCrest Wealth Management
New York
$136K +$299 +3 +0.2%
JCM
742
Jacobi Capital Management
Pennsylvania
$128K +$67.6K +679 +98%
CBT
743
Capital Bank & Trust
California
$127K -$25.9K -260 -16%
EA
744
Edge Advisors
Georgia
$127K -$2.49K -25 -2%
FPFS
745
First Personal Financial Services
North Carolina
$122K -$142K -1,423 -53%
PVH
746
Psagot Value Holdings
Israel
$114K +$58.7K +590 +98%
IIC
747
Integrated Investment Consultants
Michigan
$113K +$117K +1,175 New
TFA
748
Toth Financial Advisory
Virginia
$111K +$100 +1 +0.1%
GLI
749
Guardian Life Insurance
New York
$107K -$44.9K -451 -29%
BFC
750
Bedel Financial Consulting
Indiana
$107K +$111K +1,115 New
28 29
30
31 32