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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
751
Benjamin F. Edwards & Company
Missouri
$389K +$305K +2,091 +239%
SPC
752
Sigma Planning Corp
Michigan
$388K +$16.3K +112 +4%
SFA
753
Sequoia Financial Advisors
Ohio
$388K +$44.2K +303 +11%
NFC
754
Northeast Financial Consultants
Connecticut
$386K +$428K +2,938 New
S
755
SimplyRich
California
$385K – – –
SGA
756
Seaport Global Advisors
Massachusetts
$382K -$578K -3,966 -58%
CCA
757
Checchi Capital Advisers
California
$380K +$21.9K +150 +5%
OWM
758
OneAscent Wealth Management
Alabama
$379K -$5.25K -36 -1%
GFP
759
Gryphon Financial Partners
Ohio
$377K -$16.2K -111 -4%
SIG
760
Sargent Investment Group
Maryland
$373K +$46.1K +316 +13%
PG
761
Proffitt & Goodson
Tennessee
$369K +$120K +824 +41%
CW
762
CreativeOne Wealth
Kansas
$368K +$2.33K +16 +0.6%
SSG
763
Summit Securities Group
New York
$364K -$915K -6,275 -69%
MCC
764
Money Concepts Capital
Florida
$361K +$67.5K +463 +20%
VI
765
Versor Investments
New York
$359K +$399K +2,738 New
IC
766
Intersect Capital
California
$358K +$5.1K +35 +1%
OTL
767
Oak Thistle LLC
New York
$358K +$397K +2,726 New
MFW
768
Meristem Family Wealth
Minnesota
$355K +$39.7K +272 +11%
AL
769
Aspiriant LLC
California
$354K -$8.75K -60 -2%
SDWMA
770
Schneider Downs Wealth Management Advisors
Pennsylvania
$354K +$131K +896 +50%
BOTW
771
Bank of the West
California
$353K -$17.1K -117 -4%
MWP
772
MYCIO Wealth Partners
Pennsylvania
$352K – – –
DA
773
Doliver Advisors
Texas
$350K -$3.65K -25 -0.9%
OPA
774
Old Port Advisors
Maine
$348K -$5.83K -40 -1%
CPSAC
775
Chas P. Smith & Associates (CPS)
Florida
$348K – – –
29 30
31
32 33