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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
776
OneDigital Investment Advisors
Kansas
$395K +$59.6K +425 +18%
PTP
777
Platform Technology Partners
New York
$393K +$399K +2,841 New
IIM
778
Intact Investment Management
Quebec, Canada
$393K -$2.37M -16,860 -86%
AIM
779
Acropolis Investment Management
Missouri
$392K -$26K -185 -6%
CAG
780
Crestwood Advisors Group
Massachusetts
$390K +$4.21K +30 +1%
LSA
781
Leonteq Securities AG
Switzerland
$389K +$206K +1,471 +110%
ZIG
782
Zullo Investment Group
Pennsylvania
$385K +$1.12K +8 +0.3%
VFP
783
Verus Financial Partners
Virginia
$383K +$421 +3 +0.1%
XF
784
XML Financial
Maryland
$382K -$57.5K -410 -13%
CPSAC
785
Chas P. Smith & Associates (CPS)
Florida
$382K -$10.1K -72 -3%
GCIM
786
Gunn & Company Investment Management
Florida
$382K +$387K +2,757 New
PCM
787
Pointe Capital Management
Michigan
$379K – – –
GVAG
788
Great Valley Advisor Group
Delaware
$379K +$60.9K +434 +19%
CIS
789
Capital International Sarl
California
$374K +$50.5K +360 +15%
PCM
790
Parsons Capital Management
Rhode Island
$374K -$3.51K -25 -0.9%
MBT
791
Montecito Bank & Trust
California
$373K -$54K -385 -12%
PA
792
Prossimo Advisors
California
$370K +$141K +1,005 +60%
KLCM
793
KG&L Capital Management
Louisiana
$370K +$78.8K +562 +27%
BCA
794
Bay Colony Advisors
Massachusetts
$370K +$2.52K +18 +0.7%
GRP
795
Global Retirement Partners
California
$369K +$138K +983 +58%
MCM
796
Manchester Capital Management
Vermont
$369K -$1.68K -12 -0.4%
WPWM
797
Western Pacific Wealth Management
Illinois
$368K – – –
MGIA
798
Moneta Group Investment Advisors
Missouri
$365K -$1.26K -9 -0.3%
CGL
799
Clarius Group LLC
Washington
$365K -$25.4K -181 -6%
SPI
800
Sutton Place Investors
New York
$364K +$2.25K +16 +0.6%
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