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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
751
Choreo LLC
Illinois
$421K +$95.6K +706 +33%
CGL
752
Clarius Group LLC
Washington
$419K -$46.2K -341 -11%
VA
753
Verdad Advisers
Massachusetts
$419K +$381K +2,816 New
TWC
754
TD Waterhouse Canada
Ontario, Canada
$416K -$69.7K -515 -16%
CAG
755
Crestwood Advisors Group
Massachusetts
$415K -$876K -6,468 -70%
ZIG
756
Zullo Investment Group
Pennsylvania
$413K +$1.63K +12 +0.4%
VFP
757
Verus Financial Partners
Virginia
$412K -$33.6K -248 -8%
OFG
758
Oxford Financial Group
Indiana
$409K +$23.8K +176 +7%
PCM
759
Pointe Capital Management
Michigan
$407K – – –
PCM
760
Parsons Capital Management
Rhode Island
$406K +$4.06K +30 +1%
SB
761
Sunflower Bank
Texas
$402K -$4.88K -36 -1%
MCM
762
Manchester Capital Management
Vermont
$398K +$14.4K +106 +4%
WPWM
763
Western Pacific Wealth Management
Illinois
$395K +$25.7K +190 +8%
BCA
764
Bay Colony Advisors
Massachusetts
$395K -$49.6K -366 -12%
HIC
765
Hartline Investment Corp
Illinois
$395K +$359K +2,651 New
MGIA
766
Moneta Group Investment Advisors
Missouri
$394K +$15.2K +112 +4%
TPI
767
Trust Point Inc
Wisconsin
$394K +$358K +2,645 New
FWM
768
FFT Wealth Management
Pennsylvania
$391K +$40.9K +302 +13%
HC
769
Hara Capital
Washington
$391K – – –
SPI
770
Sutton Place Investors
New York
$389K +$354K +2,616 New
SP
771
Symmetry Partners
Connecticut
$386K – – –
6F
772
626 Financial
Michigan
$386K – – –
PWM
773
Perigon Wealth Management
California
$381K +$26.7K +197 +8%
CWM
774
Cornerstone Wealth Management
Missouri
$380K +$2.17K +16 +0.6%
GIA
775
Gladstone Institutional Advisory
Florida
$378K +$90.6K +669 +36%
29 30
31
32 33