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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
751
Daymark Wealth Partners
Ohio
$2.23M +$758K +3,965 +55%
BIM
752
Bridges Investment Management
Nebraska
$2.19M +$73.6K +385 +4%
ACM
753
Advisors Capital Management
New Jersey
$2.18M -$123K -644 -6%
CCWM
754
Cassaday & Co Wealth Management
Virginia
$2.12M +$6.12K +32 +0.3%
JCM
755
Jacobi Capital Management
Pennsylvania
$2.11M +$84.4K +441 +4%
DBIA
756
Dumont & Blake Investment Advisors
New Jersey
$2.11M -$106K -555 -5%
CC
757
Courier Capital
New York
$2.11M +$12.4K +65 +0.6%
SC
758
Syon Capital
California
$2.1M -$178K -933 -8%
SCP
759
Sivia Capital Partners
California
$2.1M -$1.1M -5,748 -35%
DWM
760
Diversify Wealth Management
Utah
$2.1M +$295K +1,543 +18%
DAS
761
Diversify Advisory Services
Utah
$2.1M +$1.59M +8,332 +463%
TG
762
TCW Group
California
$2.1M +$34.8K +182 +2%
ST
763
Somerset Trust
Pennsylvania
$2.09M +$16.3K +85 +0.8%
1CP
764
17 Capital Partners
Arizona
$2.09M – – –
LIM
765
Longfellow Investment Management
Massachusetts
$2.09M – – –
EWM
766
Empirical Wealth Management
Washington
$2.09M +$127K +662 +7%
RSA
767
River Street Advisors
Illinois
$2.08M +$170K +890 +9%
3IP
768
3Chopt Investment Partners
Virginia
$2.08M +$1.98M +10,346 New
ETC
769
Exchange Traded Concepts
Oklahoma
$2.07M +$281K +1,469 +17%
TIA
770
Trust Investment Advisors
Indiana
$2.06M -$2.87K -15 -0.1%
DAS
771
Dynamic Advisor Solutions
Arizona
$2.05M -$48.8K -255 -2%
CP
772
Camelot Portfolios
Ohio
$2.05M +$185K +969 +10%
IA
773
IFG Advisors
Missouri
$2.05M – – –
BHBT
774
Burke & Herbert Bank & Trust
Virginia
$2.05M – – –
FRM
775
Fox Run Management
Connecticut
$2.05M +$1.74M +9,075 +796%
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