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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
726
Rational Advisors
New York
$36K +$35.9K +576 New
CLOS
727
Compagnie Lombard Odier SCmA
Switzerland
$35K +$34.4K +553 New
DAM
728
Delta Asset Management
Tennessee
$34K – – –
FCA
729
FinTrust Capital Advisors
South Carolina
$33K -$195K -3,135 -86%
GAM
730
Gemmer Asset Management
California
$32K +$249 +4 +0.8%
JFA
731
JNBA Financial Advisors
Minnesota
$31K – – –
SWA
732
Sutton Wealth Advisors
Florida
$30.4K +$16.8K +270 +126%
APW
733
Acima Private Wealth
Virginia
$28K – – –
SCM
734
Silvant Capital Management
Georgia
$28K – – –
TL
735
TrueWealth LLC
Georgia
$27K – – –
AS
736
Altshuler Shaham
Israel
$27K +$23.7K +380 +792%
KPW
737
Kore Private Wealth
New York
$26K -$46.3K -744 -64%
PB
738
Pinnacle Bancorp
Nebraska
$26K – – –
RWM
739
Raffa Wealth Management
District of Columbia
$25.9K -$37.8K -607 -60%
IA
740
IFP Advisors
Florida
$25K -$4.05K -65 -14%
SFG
741
Sowa Financial Group
Rhode Island
$25K – – –
HDIM
742
Hanson & Doremus Investment Management
Vermont
$24K +$11K +177 +89%
SFSIG
743
San Francisco Sentry Investment Group
California
$23K -$5.61K -90 -19%
EWP
744
Engrave Wealth Partners
Texas
$23K – – –
PFBT
745
Parkside Financial Bank & Trust
Missouri
$23K +$1.31K +21 +6%
GWS
746
Glassman Wealth Services
Virginia
$23K +$4.05K +65 +22%
CI
747
CX Institutional
Indiana
$22K +$13.8K +222 +173%
EFSCE
748
Enterprise Financial Services Corp (EFSC)
Missouri
$21K -$5.48K -88 -21%
GEA
749
Glen Eagle Advisors
New Jersey
$20.5K – – –
PCTC
750
Perkins Coie Trust Company
Washington
$20K -$4.3K -69 -18%
28 29
30
31 32