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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
751
Murphy Middleton Hinkle & Parker
Georgia
$207K +$204K +2,285 New
HWA
752
Heritage Wealth Advisors
Virginia
$207K +$16.8K +188 +9%
VLKIM
753
Van Lanschot Kempen Investment Management
Netherlands
$206K – – –
MCM
754
Maryland Capital Management
Maryland
$206K +$203K +2,270 New
HCM
755
Harvest Capital Management
New Hampshire
$205K +$203K +2,270 New
HIIFS
756
Harel Insurance Investments & Financial Services
Israel
$202K +$32.3K +361 +19%
FWM
757
Focused Wealth Management
New York
$201K – – –
PWM
758
Perigon Wealth Management
California
$201K +$198K +2,219 New
EMG
759
ETF Managers Group
New Jersey
$198K +$199K +2,221 New
VCM
760
Vigilant Capital Management
Maine
$196K – – –
BBHC
761
Brown Brothers Harriman & Co
New York
$183K +$18.8K +210 +12%
ESB
762
Essex Savings Bank
Connecticut
$182K +$85.1K +952 +90%
AAP
763
Arax Advisory Partners
Colorado
$181K +$178K +1,996 New
EH
764
Employers Holdings
Nevada
$181K +$179K +2,000 New
TPWA
765
TRUE Private Wealth Advisors
Oregon
$180K +$178K +1,988 New
PR
766
Payden & Rygel
California
$179K – – –
RE
767
RBC Europe
United Kingdom
$178K – – –
HI
768
Human Investing
Oregon
$175K +$106K +1,189 +162%
CL
769
CSS LLC
Illinois
$170K +$168K +1,876 New
QCG
770
Quadrant Capital Group
Ohio
$168K +$39.6K +443 +28%
PMFA
771
Plante Moran Financial Advisors
Michigan
$166K +$85.2K +953 +109%
AAM
772
Advisors Asset Management
Colorado
$165K +$19.1K +214 +13%
CFGS
773
Concourse Financial Group Securities
Alabama
$165K +$25.1K +281 +18%
WG
774
Welch Group
Alabama
$161K – – –
AIP
775
Almanack Investment Partners
Pennsylvania
$154K +$151K +1,693 New
29 30
31
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