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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
801
First Mercantile Trust
Tennessee
$54K +$55.8K +590 New
WAM
802
Wolverine Asset Management
Illinois
$52K +$54.3K +574 New
SCM
803
Silvant Capital Management
Georgia
$50K -$40K -423 -44%
JA
804
JOYN Advisors
Georgia
$50K +$28.3K +299 +122%
GAM
805
Gemmer Asset Management
California
$48K – – –
NCM
806
Nelson Capital Management
California
$47K – – –
CC
807
Claybrook Capital
Massachusetts
$46K – – –
DSC
808
Duncker Streett & Co
Missouri
$44K – – –
WOC
809
West Oak Capital
California
$43.3K – – –
SFSIG
810
San Francisco Sentry Investment Group
California
$43K – – –
PCP
811
Proficio Capital Partners
Massachusetts
$43K +$1.99K +21 +5%
B
812
Bridgeworth
Alabama
$43K +$44.9K +474 New
PCG
813
Private Capital Group
Connecticut
$42K -$6.43K -68 -13%
NSIM
814
North Star Investment Management
Illinois
$42K +$16.1K +170 +59%
SMFS
815
Squar Milner Financial Services
California
$42K +$43K +454 New
PMFA
816
Plante Moran Financial Advisors
Michigan
$41K -$95 -1 -0.2%
JAM
817
Jolley Asset Management
North Carolina
$40K – – –
RWA
818
Ropes Wealth Advisors
Massachusetts
$39K – – –
YWP
819
YorkBridge Wealth Partners
New York
$38K – – –
WPA
820
West Paces Advisors
Georgia
$38K – – –
TG
821
TLP Group
Illinois
$37K -$63.7K -673 -62%
TL
822
TrueWealth LLC
Georgia
$37K – – –
VFA
823
Valeo Financial Advisors
Indiana
$37K +$23.6K +249 +180%
MUS
824
Mitsubishi UFJ Securities
Japan
$33K – – –
CF
825
Centaurus Financial
California
$33K +$33.6K +355 New
31 32
33
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