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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
751
Ayalon Insurance Company
Israel
$142K – – –
MHR
752
Matthew Hamilton Rosenberg
$140K – – –
CWP
753
Concord Wealth Partners
Virginia
$138K +$119K +1,397 New
ST
754
Smithfield Trust
Pennsylvania
$132K +$10.2K +120 +10%
TSW
755
Thompson Siegel & Walmsley
Virginia
$127K – – –
PWPS
756
Pinnacle Wealth Planning Services
Ohio
$127K +$109K +1,284 New
HI
757
Human Investing
Oregon
$123K – – –
CT
758
Caldwell Trust
Florida
$121K – – –
AAP
759
Arax Advisory Partners
Colorado
$119K -$32.4K -381 -24%
HFM
760
Harvest Fund Management
China
$115K +$62.8K +739 +170%
TPCW
761
TD Private Client Wealth
New York
$112K +$21.1K +248 +28%
HIA
762
Harbor Investment Advisory
Maryland
$106K +$56.1K +660 +159%
FDCDDQ
763
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K +$51.9K +610 +143%
PCG
764
Private Capital Group
Connecticut
$102K -$9.27K -109 -10%
PCM
765
Penserra Capital Management
California
$100K +$24K +282 +38%
IAIM
766
International Assets Investment Management
Florida
$100K +$86.1K +1,013 New
WAM
767
Wolverine Asset Management
Illinois
$99K -$343K -4,035 -80%
PFO
768
Pathstone Family Office
New Jersey
$99K +$24.7K +290 +41%
JWM
769
Janiczek Wealth Management
Colorado
$98K +$24.7K +291 +41%
BFEC
770
Benjamin F. Edwards & Company
Missouri
$97K -$85K -1,000 -50%
VFA
771
Valeo Financial Advisors
Indiana
$96K -$170K -2,004 -67%
AIM
772
Anchor Investment Management
South Carolina
$90.8K – – –
IAS
773
IMA Advisory Services
Colorado
$89K – – –
DWM
774
Defined Wealth Management
Oregon
$89K +$76.5K +900 New
SDIC
775
South Dakota Investment Council
South Dakota
$88K – – –
29 30
31
32 33