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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Concentric Wealth Management
California
$568K – – –
PCA
752
Personal Capital Advisors
California
$549K +$40.1K +266 +8%
GTAM
753
Global Trust Asset Management
Florida
$545K -$603 -4 -0.1%
EGM
754
Engineers Gate Manager
New York
$544K -$1.8M -11,948 -77%
WA
755
WESPAC Advisors
California
$542K +$528K +3,501 New
JC
756
JBF Capital
Colorado
$541K -$75.4K -500 -13%
MIM
757
Manitou Investment Management
Ontario, Canada
$541K -$75.4K -500 -13%
SSG
758
Summit Securities Group
New York
$538K +$525K +3,480 New
TTWM
759
TCV Trust & Wealth Management
Virginia
$535K -$7.54K -50 -1%
SDWIA
760
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$516K – – –
TCM
761
Triumph Capital Management
Colorado
$515K +$490K +3,245 New
LFF
762
Level Four Financial
Texas
$515K +$502K +3,329 New
DHFB
763
Dixon Hubard Feinour & Brown
Virginia
$507K – – –
AFS
764
Axiom Financial Strategies
Indiana
$505K – – –
AC
765
Abbrea Capital
California
$504K +$82.2K +545 +20%
BJL
766
Brighton Jones LLC
Washington
$501K +$6.34K +42 +1%
MC
767
Moors & Cabot
Massachusetts
$501K +$18.7K +124 +4%
PFA
768
Paradigm Financial Advisors
Missouri
$498K +$89K +590 +22%
AAM
769
Advisors Asset Management
Colorado
$495K -$57.3K -380 -11%
PCS
770
Personal CFO Solutions
New Jersey
$493K +$56.6K +375 +13%
CG
771
Caprock Group
Idaho
$488K +$152K +1,010 +47%
FHB
772
First Hawaiian Bank
Hawaii
$485K -$107K -710 -18%
CFG
773
Citizens Financial Group
Rhode Island
$485K -$37.7K -250 -7%
TC
774
TownSquare Capital
Utah
$485K +$11K +73 +2%
LSAG
775
Lake Street Advisors Group
New Hampshire
$482K +$2.56K +17 +0.6%
29 30
31
32 33