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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
751
Tarbox Family Office
California
$19K +$2.01K +25 +10%
LWA
752
Lenox Wealth Advisors
New York
$19K +$5.38K +67 +35%
MMG
753
Monetary Management Group
Missouri
$18K – – –
RIA
754
Regal Investment Advisors
Michigan
$18K +$16.1K +200 +377%
WA
755
Waverly Advisors
Alabama
$17K +$18.7K +233 New
HI
756
Hudock Inc
Pennsylvania
$16K – – –
QAM
757
QCI Asset Management
New York
$16K – – –
NCM
758
Nelson Capital Management
California
$15K – – –
PFSC
759
Peoples Financial Services Corp
Pennsylvania
$15K – – –
IF
760
Ironwood Financial
Arizona
$14K – – –
IWMPD
761
Integrated Wealth Management (Palm Desert)
California
$13K – – –
PFBT
762
Parkside Financial Bank & Trust
Missouri
$13K +$13.3K +166 New
AWS
763
Aris Wealth Services
Pennsylvania
$11K -$633K -7,877 -98%
EFSCE
764
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$3.21K +40 +37%
CBT
765
Central Bank & Trust
Kentucky
$11K +$4.18K +52 +56%
IRS
766
Invictus RG (Singapore)
Singapore
$10K -$12.9K -161 -54%
KTC
767
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
RA
768
Rational Advisors
New York
$10K – – –
RCG
769
Ruggie Capital Group
Florida
$10K – – –
CHC
770
City Holding Co
West Virginia
$10K +$6.75K +84 +168%
PCTC
771
Perkins Coie Trust Company
Washington
$9K -$23K -286 -70%
VIA
772
Vantage Investment Advisors
Pennsylvania
$9K – – –
HA
773
Harfst & Associates
Wyoming
$8K – – –
CAW
774
Cornerstone Advisors (Washington)
Washington
$7K -$2.41K -30 -24%
HPBT
775
High Point Bank & Trust
North Carolina
$7K – – –
29 30
31
32 33