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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
726
Bach Option
Hong Kong
$208K +$238K +2,748 New
BIAS
727
Beacon Investment Advisory Services
New Jersey
$203K -$8.83K -102 -4%
SMFS
728
Squar Milner Financial Services
California
$201K +$182K +2,103 +382%
PGAM
729
Princeton Global Asset Management
New Jersey
$181K +$207K +2,395 New
THWM
730
Taylor Hoffman Wealth Management
Virginia
$179K +$69.8K +806 +52%
KA
731
Kintegral Advisory
New York
$176K +$202K +2,331 New
CFG
732
CKW Financial Group
Hawaii
$174K – – –
FMLI
733
Fukoku Mutual Life Insurance
Japan
$174K – – –
AIP
734
Almanack Investment Partners
Pennsylvania
$171K -$5.02K -58 -3%
FWM
735
Focused Wealth Management
New York
$168K +$87 +1 +0%
PAI
736
Pittenger & Anderson Inc
Nebraska
$166K – – –
HWA
737
Heritage Wealth Advisors
Virginia
$164K -$8.83K -102 -4%
VCM
738
Vigilant Capital Management
Maine
$163K -$9.35K -108 -5%
IC
739
Inscription Capital
Texas
$162K +$186K +2,146 New
C
740
Cerebellum
California
$154K +$11.3K +130 +7%
NIM
741
NuWave Investment Management
New Jersey
$149K -$164K -1,896 -49%
PR
742
Payden & Rygel
California
$149K – – –
RE
743
RBC Europe
United Kingdom
$148K – – –
VLKIM
744
Van Lanschot Kempen Investment Management
Netherlands
$144K – – –
WAM
745
Wealthspire Advisors (Maryland)
Maryland
$139K -$11.3K -130 -7%
WG
746
Welch Group
Alabama
$134K – – –
AAP
747
Arax Advisory Partners
Colorado
$133K -$10.6K -122 -6%
QCG
748
Quadrant Capital Group
Ohio
$125K +$19K +219 +14%
BBHC
749
Brown Brothers Harriman & Co
New York
$121K – – –
EWM
750
Endurance Wealth Management
Rhode Island
$117K +$3.55K +41 +3%
28 29
30
31 32