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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
726
SouthState Corp
Florida
$726K -$28K -162 -4%
RWB
727
RMR Wealth Builders
New Jersey
$716K +$2.6K +15 +0.4%
PPWP
728
Premier Path Wealth Partners
New Jersey
$711K +$8.66K +50 +1%
AAG
729
Armstrong Advisory Group
Massachusetts
$709K -$24.6K -142 -3%
RBI
730
Raiffeisen Bank International
Austria
$707K +$688K +3,976 New
SRL
731
Scientech Research LLC
New Jersey
$703K +$683K +3,945 New
MFG
732
Merit Financial Group
Georgia
$702K +$192K +1,109 +39%
MIS
733
Morningstar Investment Services
Illinois
$699K -$8.63M -49,872 -93%
DA
734
Denali Advisors
California
$695K -$433K -2,500 -39%
CI
735
Cigna Investments
Connecticut
$694K -$7.27K -42 -1%
NP
736
NorthRock Partners
Minnesota
$694K +$2.42K +14 +0.4%
SIG
737
Stonegate Investment Group
Alabama
$691K +$42.9K +248 +7%
CTC
738
Central Trust Company
Missouri
$680K +$90.4K +522 +16%
RIA
739
Richwood Investment Advisors
Ohio
$680K -$8.66K -50 -1%
WT
740
Whittier Trust
California
$678K +$4.67K +27 +0.7%
DWP
741
Daymark Wealth Partners
Ohio
$673K -$881K -5,088 -57%
SC
742
Syon Capital
California
$664K -$30.3K -175 -4%
UB
743
UMB Bank
Missouri
$664K +$26.7K +154 +4%
LAM
744
LECAP Asset Management
United Kingdom
$663K +$644K +3,718 New
AIP
745
Ameritas Investment Partners
Nebraska
$663K -$26.1K -151 -4%
LSAG
746
Lake Street Advisors Group
New Hampshire
$659K -$49.2K -284 -7%
AAP
747
Arax Advisory Partners
Colorado
$657K +$580K +3,350 +1,012%
VAS
748
Vestmark Advisory Solutions
Massachusetts
$655K +$636K +3,674 New
VNA
749
Valley National Advisers
Pennsylvania
$644K -$125K -722 -17%
EP
750
Edgestream Partners
New Jersey
$633K +$614K +3,549 New
28 29
30
31 32