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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
726
Cross Staff Investments
New York
$277K – – –
HFM
727
Hartford Financial Management
Connecticut
$277K – – –
GIA
728
Gladstone Institutional Advisory
Florida
$274K -$31.6K -297 -9%
SFA
729
Sequoia Financial Advisors
Ohio
$273K -$59.6K -560 -16%
MWP
730
MYCIO Wealth Partners
Pennsylvania
$273K – – –
AWM
731
Axxcess Wealth Management
California
$273K +$316K +2,966 New
BJL
732
Brighton Jones LLC
Washington
$272K -$90.1K -846 -22%
S
733
SimplyRich
California
$270K – – –
AT
734
Arden Trust
Delaware
$269K +$10.4K +98 +3%
CW
735
CreativeOne Wealth
Kansas
$267K -$4.47K -42 -1%
SIA
736
Schechter Investment Advisors
Michigan
$266K -$141K -1,321 -31%
DMBA
737
Deseret Mutual Benefit Administrators
Utah
$266K -$35.1K -330 -10%
CFGS
738
Concourse Financial Group Securities
Alabama
$266K +$5.22K +49 +2%
TA
739
Tectonic Advisors
Texas
$264K +$56.2K +528 +23%
MM
740
MQS Management
New York
$264K +$305K +2,860 New
ESCM
741
Echo Street Capital Management
New York
$263K -$162K -1,524 -35%
SDWMA
742
Schneider Downs Wealth Management Advisors
Pennsylvania
$261K +$13.9K +131 +5%
SS
743
Simplicity Solutions
Minnesota
$260K +$22.3K +209 +8%
EI
744
Ellevest Inc
New York
$252K +$70.2K +659 +32%
RTC
745
Riverview Trust Company
Washington
$251K -$66.5K -625 -19%
CPWA
746
Cerro Pacific Wealth Advisors
California
$250K +$29.6K +278 +11%
BP
747
Ballentine Partners
Massachusetts
$250K +$72.3K +679 +34%
DA
748
Doliver Advisors
Texas
$249K -$1.28K -12 -0.4%
RT
749
Rockland Trust
Massachusetts
$248K +$286K +2,688 New
WP
750
WealthSource Partners
California
$246K +$71.2K +669 +34%
28 29
30
31 32