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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
726
Parallel Advisors
California
$638K +$36.1K +239 +6%
LBC
727
Lowe Brockenbrough & Co
Virginia
$636K – – –
CIA
728
Capital Impact Advisors
Massachusetts
$633K -$4.16M -27,576 -87%
ZCM
729
Ziegler Capital Management
Illinois
$629K -$12.8K -85 -2%
ARC
730
Advisor Resource Council
Texas
$629K +$614K +4,068 New
FHC
731
First Heartland Consultants
Missouri
$625K +$610K +4,042 New
MC
732
Maverick Capital
Texas
$619K +$603K +3,999 New
GF
733
Gries Financial
Ohio
$615K – – –
TMAM
734
Tokio Marine Asset Management
Japan
$613K +$69.8K +463 +13%
AUB
735
Atlantic Union Bankshares
Virginia
$607K -$15.1K -100 -2%
4WM
736
44 Wealth Management
Oregon
$606K +$269K +1,783 +84%
DJSG
737
D.J. St. Germain
Massachusetts
$604K – – –
PFGIA
738
Patriot Financial Group Insurance Agency
Massachusetts
$603K +$28.2K +187 +5%
EDRH
739
Edmond de Rothschild Holding
Switzerland
$602K +$587K +3,889 New
GCP
740
GSA Capital Partners
United Kingdom
$602K +$587K +3,892 New
IC
741
IEQ Capital
California
$596K +$170K +1,129 +41%
HW
742
Hancock Whitney
Mississippi
$592K +$20.4K +135 +4%
SCM
743
Stevens Capital Management
Pennsylvania
$590K +$576K +3,816 New
WCM
744
Whitener Capital Management
North Carolina
$588K +$1.51K +10 +0.3%
AWA
745
Arkadios Wealth Advisors
Georgia
$581K +$24.7K +164 +5%
TFA
746
Trinity Financial Advisors
Ohio
$581K +$567K +3,757 New
ATPW
747
Ashton Thomas Private Wealth
Arizona
$578K – – –
SIG
748
Sky Investment Group
Connecticut
$576K – – –
PTP
749
Platform Technology Partners
New York
$573K +$559K +3,707 New
HFM
750
Harvest Fund Management
China
$572K +$282K +1,867 +105%
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