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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
751
Sandy Spring Bank
Maryland
$25K +$4.47K +55 +22%
AWMS
752
Advocacy Wealth Management Services
Georgia
$24K – – –
OC
753
Oakworth Capital
Alabama
$22K – – –
VCM
754
Vigilant Capital Management
Maine
$21K – – –
PWM
755
Perigon Wealth Management
California
$20K -$9.18K -113 -32%
QAM
756
QCI Asset Management
New York
$19K – – –
VCM
757
Versant Capital Management
Arizona
$19K – – –
VIA
758
Vantage Investment Advisors
Pennsylvania
$19K +$6.91K +85 +60%
NA
759
NewEdge Advisors
Louisiana
$18.2K +$18K +222 New
TFO
760
Tarbox Family Office
California
$18K – – –
PFBT
761
Parkside Financial Bank & Trust
Missouri
$18K +$3.58K +44 +25%
PCM
762
Prelude Capital Management
New York
$18K +$17.6K +216 New
BWM
763
Baystate Wealth Management
Massachusetts
$17K – – –
HDIM
764
Hanson & Doremus Investment Management
Vermont
$17K – – –
PFSC
765
Peoples Financial Services Corp
Pennsylvania
$17K – – –
MRCM
766
M&R Capital Management
New Jersey
$16K – – –
AF
767
Allworth Financial
California
$16K +$12.8K +157 +436%
BWA
768
Burt Wealth Advisors
Maryland
$16K +$16.3K +200 New
ATC
769
Adirondack Trust Company
New York
$14K – – –
CAW
770
Cornerstone Advisors (Washington)
Washington
$14K – – –
TIM
771
Tortoise Investment Management
New York
$14K – – –
VNA
772
Valley National Advisers
Pennsylvania
$14K – – –
WA
773
Winfield Associates
Ohio
$14K – – –
GRP
774
Global Retirement Partners
California
$14K +$4.96K +61 +59%
SWA
775
Sutton Wealth Advisors
Florida
$13.3K – – –
29 30
31
32 33