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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
751
Teza Capital Management
Illinois
$431K +$437K +3,115 New
STA
752
Summit Trail Advisors
New York
$430K -$168K -1,200 -28%
PFGIA
753
Patriot Financial Group Insurance Agency
Massachusetts
$429K +$25K +178 +6%
TSS
754
Two Sigma Securities
New York
$429K -$50.8K -362 -10%
TI
755
tru Independence
Oregon
$428K +$4.21K +30 +1%
GFP
756
Gryphon Financial Partners
Ohio
$425K -$45.7K -326 -10%
KCM
757
Kathmere Capital Management
Pennsylvania
$424K +$15.3K +109 +4%
FSA
758
Financial Security Advisor
Virginia
$424K -$27.5K -196 -6%
CCA
759
Checchi Capital Advisers
California
$421K +$8.42K +60 +2%
BTWM
760
Baker Tilly Wealth Management
Wisconsin
$420K -$122K -868 -22%
CWM
761
Circle Wealth Management
New Jersey
$418K -$55.1K -393 -12%
MOS
762
MGO One Seven
Ohio
$416K +$422K +3,006 New
CSI
763
Cross Staff Investments
New York
$415K – – –
HFM
764
Hartford Financial Management
Connecticut
$415K – – –
AC
765
Abbrea Capital
California
$412K -$17.5K -125 -4%
NS
766
NBC Securities
Alabama
$410K -$21.7K -155 -5%
GIA
767
Gladstone Institutional Advisory
Florida
$409K +$57.7K +411 +16%
PMG
768
ProVise Management Group
Florida
$408K – – –
JCM
769
Jacobi Capital Management
Pennsylvania
$408K +$842 +6 +0.2%
AG
770
AlTi Global
New York
$407K +$1.4K +10 +0.3%
S
771
SimplyRich
California
$406K – – –
MNBTD
772
Moody National Bank Trust Division
Texas
$406K -$383K -2,729 -48%
CIM
773
Cambria Investment Management
California
$404K -$105K -747 -20%
AL
774
Aspiriant LLC
California
$403K -$43.6K -311 -10%
GCP
775
GSA Capital Partners
United Kingdom
$398K +$403K +2,872 New
29 30
31
32 33