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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
751
ASB Consultores
Florida
$506K +$538K +3,485 New
CAL
752
Capital Analysts LLC
Pennsylvania
$499K -$161K -1,042 -23%
CT
753
Columbia Trust
Oregon
$492K – – –
MWM
754
Modera Wealth Management
New Jersey
$492K +$524K +3,392 New
AP
755
Americana Partners
Texas
$484K – – –
SDWIA
756
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$484K – – –
JIC
757
Johnson Investment Counsel
Ohio
$484K +$68.3K +442 +15%
IWA
758
IBEX Wealth Advisors
New Jersey
$481K -$4.04M -26,149 -89%
MYIA
759
Mount Yale Investment Advisors
Colorado
$479K +$74.8K +484 +17%
PCA
760
Personal Capital Advisors
California
$477K -$46K -298 -8%
LA
761
LVW Advisors
New York
$475K -$21.2K -137 -4%
LSA
762
Leonteq Securities AG
Switzerland
$475K -$309 -2 -0.1%
AC
763
Abbrea Capital
California
$468K -$5.41K -35 -1%
FI
764
Fractal Investments
Connecticut
$468K +$499K +3,228 New
CFAM
765
Center For Asset Management
Florida
$458K +$487K +3,155 New
VAS
766
Vestmark Advisory Solutions
Massachusetts
$457K -$1.13M -7,340 -70%
NFG
767
Next Financial Group
Texas
$456K -$513K -3,323 -51%
OPS
768
Orion Portfolio Solutions
Nebraska
$456K +$47.1K +305 +11%
TGAM
769
TBH Global Asset Management
Tennessee
$453K +$482K +3,120 New
LC
770
Lindbrook Capital
California
$452K +$428K +2,772 +806%
TSWM
771
Triangle Securities Wealth Management
North Carolina
$447K -$175K -1,135 -27%
SI
772
Stephens Inc
Arkansas
$447K -$153K -993 -24%
PFA
773
Paradigm Financial Advisors
Missouri
$440K -$28.6K -185 -6%
PCS
774
Personal CFO Solutions
New Jersey
$440K -$17.3K -112 -4%
HT
775
HighTower Trust
Texas
$437K +$465K +3,013 New
29 30
31
32 33