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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
801
First Mercantile Trust
Tennessee
$86K +$7.69K +86 +10%
PCP
802
Proficio Capital Partners
Massachusetts
$85K +$14.5K +162 +21%
NSB
803
Norway Savings Bank
Maine
$84K – – –
AIM
804
Anchor Investment Management
South Carolina
$83.4K – – –
IAS
805
IMA Advisory Services
Colorado
$81K – – –
M
806
MOTCO
Texas
$79K +$18.2K +204 +30%
PG
807
Pendal Group
Australia
$75K +$74K +827 New
CAL
808
Capital Advisors Ltd
Ohio
$73K – – –
WIM
809
Westside Investment Management
California
$72K +$71.5K +800 New
FIB
810
First Interstate Bank
Montana
$71K – – –
MAM
811
Meeder Asset Management
Ohio
$71K +$66.6K +745 +1,910%
SFG
812
SevenBridge Financial Group
Pennsylvania
$70K – – –
PFO
813
Pathstone Family Office
New Jersey
$64K -$4.92K -55 -7%
CB
814
Community Bank
New York
$61K – – –
GSWM
815
Golden State Wealth Management
California
$58K -$5.1K -57 -8%
DAM
816
Delta Asset Management
Tennessee
$58K – – –
TAIM
817
TD Ameritrade Investment Management
Nebraska
$58K +$57.5K +643 New
CFA
818
Carroll Financial Associates
North Carolina
$51K -$16.8K -188 -25%
SFSIG
819
San Francisco Sentry Investment Group
California
$51K – – –
VFA
820
Valeo Financial Advisors
Indiana
$49K -$2.68K -30 -5%
SCM
821
Silvant Capital Management
Georgia
$49K – – –
NCM
822
Nelson Capital Management
California
$46K – – –
JFA
823
JNBA Financial Advisors
Minnesota
$45K – – –
RA
824
Rational Advisors
New York
$44K -$61K -682 -58%
GAM
825
Gemmer Asset Management
California
$44K -$19K -213 -31%
31 32
33
34 35