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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
776
Zions Bancorporation
Utah
$15K – – –
PFBT
777
Parkside Financial Bank & Trust
Missouri
$15K +$2.9K +36 +26%
BWM
778
Baystate Wealth Management
Massachusetts
$15K +$13.7K +170 New
RFWA
779
RPg Family Wealth Advisory
Massachusetts
$14.2K +$13.1K +163 New
SWA
780
Sutton Wealth Advisors
Florida
$14K – – –
SGAM
781
Smith Group Asset Management
Texas
$14K – – –
TIM
782
Tortoise Investment Management
New York
$14K – – –
VNA
783
Valley National Advisers
Pennsylvania
$14K – – –
CAW
784
Cornerstone Advisors (Washington)
Washington
$14K +$7.82K +97 +145%
IWM
785
IHT Wealth Management
Illinois
$14K +$12.9K +160 New
EFSCE
786
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$1.69K -21 -12%
MCM
787
Manchester Capital Management
Vermont
$13K – – –
PFSC
788
Peoples Financial Services Corp
Pennsylvania
$13K – – –
SSB
789
Sandy Spring Bank
Maryland
$13K – – –
AIL
790
AGF Investments LLC
Ontario, Canada
$13K +$11.8K +146 New
BFEC
791
Benjamin F. Edwards & Company
Missouri
$12K -$417K -5,167 -97%
CHC
792
City Holding Co
West Virginia
$12K – – –
TDC
793
Thompson Davis & Co
Virginia
$11K -$20.2K -250 -66%
PCTC
794
Perkins Coie Trust Company
Washington
$10K – – –
MUS
795
Mitsubishi UFJ Securities
Japan
$9K -$25.8K -320 -76%
PCFFS
796
Pacific Center for Financial Services
California
$9K +$8.06K +100 New
GRP
797
Global Retirement Partners
California
$9K +$8.3K +103 New
FAN
798
Financial Advisors Network
California
$8.65K +$7.82K +97 New
WA
799
WFG Advisors
Texas
$8K -$36.6K -454 -84%
WTB
800
Washington Trust Bank
Washington
$8K -$3.71K -46 -32%
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