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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PR
751
Payden & Rygel
California
$181K – – –
RE
752
RBC Europe
United Kingdom
$180K – – –
WIM
753
Westside Investment Management
California
$180K -$473 -5 -0.3%
WAM
754
Wealthspire Advisors (Maryland)
Maryland
$177K +$5.49K +58 +3%
C
755
Cerebellum
California
$173K -$6.34K -67 -3%
APA
756
American Portfolios Advisors
New York
$168K +$11.5K +121 +7%
WG
757
Welch Group
Alabama
$163K – – –
JCM
758
Jacobi Capital Management
Pennsylvania
$160K +$35.3K +373 +27%
RWM
759
Raffa Wealth Management
District of Columbia
$151K -$86.2K -911 -36%
BBHC
760
Brown Brothers Harriman & Co
New York
$148K -$497K -5,247 -76%
THWM
761
Taylor Hoffman Wealth Management
Virginia
$144K – – –
EWM
762
Endurance Wealth Management
Rhode Island
$138K – – –
HIIFS
763
Harel Insurance Investments & Financial Services
Israel
$138K +$66.2K +700 +88%
WT
764
Washington Trust
Rhode Island
$135K +$139K +1,464 New
QCG
765
Quadrant Capital Group
Ohio
$133K -$1.8K -19 -1%
SWM
766
SeaCrest Wealth Management
New York
$130K -$757 -8 -0.6%
IA
767
IFP Advisors
Florida
$126K -$21.5K -227 -14%
GLI
768
Guardian Life Insurance
New York
$123K +$21.5K +227 +20%
EA
769
Edge Advisors
Georgia
$122K – – –
SLF
770
Sun Life Financial
Ontario, Canada
$121K +$104K +1,104 +518%
KA
771
Kaizen Advisory
Illinois
$110K +$69.9K +739 +161%
PVH
772
Psagot Value Holdings
Israel
$109K – – –
TFA
773
Toth Financial Advisory
Virginia
$106K -$95 -1 -0.1%
FNB
774
Farmers National Bank
Kentucky
$102K +$118K +1,250 New
BFC
775
Bedel Financial Consulting
Indiana
$100K -$2.56K -27 -2%
29 30
31
32 33