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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
726
Capital Group Private Client Services
California
$2.3M -$500K -2,392 -16%
SFS
727
Sowell Financial Services
Arkansas
$2.29M -$80.7K -386 -3%
VSQM
728
V-Square Quantitative Management
Illinois
$2.29M +$93.1K +445 +4%
DSC
729
Duncker Streett & Co
Missouri
$2.28M -$16.1K -77 -0.6%
DWM
730
Dynasty Wealth Management
Florida
$2.26M -$215K -1,029 -8%
TCM
731
Twin Capital Management
Pennsylvania
$2.26M -$14.2K -68 -0.5%
MOS
732
MGO One Seven
Ohio
$2.26M -$4.4M -21,046 -63%
JF
733
Jump Financial
Illinois
$2.25M -$2.88M -13,788 -53%
EWA
734
EP Wealth Advisors
California
$2.25M +$312K +1,490 +14%
CFIA
735
Cantor Fitzgerald Investment Advisors
New York
$2.23M -$483K -2,311 -16%
PCA
736
Peddock Capital Advisors
Massachusetts
$2.21M +$46.2K +221 +2%
CCP
737
Carmel Capital Partners
California
$2.21M +$16.7K +80 +0.7%
AFG
738
Atomi Financial Group
New York
$2.19M -$569K -2,722 -18%
VRM
739
Vectors Research Management
New York
$2.19M +$10.3K +49 +0.4%
SLI
740
Sumitomo Life Insurance
Japan
$2.18M +$63K +301 +3%
WPC
741
Wedmont Private Capital
Pennsylvania
$2.17M +$227K +1,086 +11%
MA
742
Montag & Associates
Georgia
$2.17M -$955K -4,565 -28%
MIH
743
Meitav Investment House
Israel
$2.16M -$1.41M -6,736 -36%
ZCP
744
Z3 Capital Partners
Virginia
$2.15M +$11.3K +54 +0.5%
HAG
745
HighPoint Advisor Group
Illinois
$2.15M -$5.57M -26,639 -69%
TCM
746
Tandem Capital Management
New Jersey
$2.15M +$397K +1,896 +19%
VCM
747
Vision Capital Management
Oregon
$2.15M -$27.6K -132 -1%
FFG
748
Fortem Financial Group
California
$2.12M +$394K +1,882 +19%
ACM
749
Advisors Capital Management
New Jersey
$2.1M +$170K +813 +8%
WA
750
Waverly Advisors
Alabama
$2.09M -$529K -2,531 -18%
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