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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
776
Jacobi Capital Management
Pennsylvania
$70K +$63.1K +691 New
SSB
777
Sandy Spring Bank
Maryland
$64K +$31.2K +342 +112%
DAM
778
Delta Asset Management
Tennessee
$63K – – –
ZB
779
Zions Bancorporation
Utah
$61K – – –
AIM
780
Assured Investment Management
New York
$60K -$3.91M -42,820 -99%
PVH
781
Psagot Value Holdings
Israel
$60K – – –
BFEC
782
Benjamin F. Edwards & Company
Missouri
$60K +$19.8K +217 +56%
MOS
783
MGO One Seven
Ohio
$60K +$55.4K +607 New
GAM
784
Gemmer Asset Management
California
$52K – – –
MAM
785
Magellan Asset Management
Australia
$52K +$5.57K +61 +13%
WOC
786
West Oak Capital
California
$51.9K – – –
NCM
787
Nelson Capital Management
California
$51K – – –
CC
788
Claybrook Capital
Massachusetts
$50K +$45.6K +500 New
DSC
789
Duncker Streett & Co
Missouri
$48K – – –
CT
790
Clearstead Trust
Maine
$47K – – –
KA
791
Kaizen Advisory
Illinois
$46K +$41.9K +459 New
PMFA
792
Plante Moran Financial Advisors
Michigan
$45K – – –
JAM
793
Jolley Asset Management
North Carolina
$44K – – –
RWA
794
Ropes Wealth Advisors
Massachusetts
$42K +$38.3K +420 New
ARMC
795
American Research & Management Company
Massachusetts
$42K +$38.8K +425 New
WPA
796
West Paces Advisors
Georgia
$41.1K – – –
YWP
797
YorkBridge Wealth Partners
New York
$40K -$7.03K -77 -16%
IWM
798
IHT Wealth Management
Illinois
$39K – – –
PWM
799
Perigon Wealth Management
California
$38K +$12.8K +140 +58%
PCP
800
Proficio Capital Partners
Massachusetts
$37K +$2.28K +25 +7%
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