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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
751
Machina Capital
France
$117K +$135K +1,554 New
HIIFS
752
Harel Insurance Investments & Financial Services
Israel
$113K – – –
RWM
753
Raffa Wealth Management
District of Columbia
$111K -$68.3K -789 -35%
SWM
754
SeaCrest Wealth Management
New York
$110K +$87 +1 +0.1%
QAM
755
QCI Asset Management
New York
$106K – – –
GLI
756
Guardian Life Insurance
New York
$102K +$433 +5 +0.4%
SLF
757
Sun Life Financial
Ontario, Canada
$100K -$87 -1 -0.1%
CFGS
758
Concourse Financial Group Securities
Alabama
$99K +$1.47K +17 +1%
AIM
759
Advantage Investment Management
Iowa
$96K -$28.8K -333 -21%
KA
760
Kaizen Advisory
Illinois
$96K +$6.24K +72 +6%
FTI
761
Fiduciary Trust International
Massachusetts
$94K +$108K +1,249 New
PCM
762
Prelude Capital Management
New York
$92K -$1.36M -15,670 -93%
BAM
763
Bruderman Asset Management
New York
$91K +$104K +1,201 New
ER
764
Enlightenment Research
Florida
$90K +$103K +1,189 New
PFO
765
Pathstone Family Office
New Jersey
$89K +$103K +1,184 New
TFA
766
Toth Financial Advisory
Virginia
$87K – – –
IUHSA
767
Itau Unibanco Holding S.A.
Brazil
$86K -$259K -2,994 -72%
HCM
768
Highlander Capital Management
New Jersey
$85K -$346K -4,000 -78%
CC
769
Claybrook Capital
Massachusetts
$84K +$52.9K +611 +122%
WDL
770
Well Done LLC
Michigan
$84K +$96.2K +1,111 New
IA
771
IFP Advisors
Florida
$83K -$36.4K -420 -27%
CCM
772
Covington Capital Management
California
$83K +$95.3K +1,100 New
BFC
773
Bedel Financial Consulting
Indiana
$82K – – –
ST
774
Smithfield Trust
Pennsylvania
$82K – – –
BOPW
775
Brandywine Oak Private Wealth
Pennsylvania
$82K +$94.1K +1,087 New
29 30
31
32 33