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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
801
EPG Wealth Management
Georgia
$403K +$42K +272 +11%
CMBA
802
C.M. Bidwell & Associates
Hawaii
$401K -$13.4K -87 -3%
PFS
803
Prospera Financial Services
Texas
$401K +$24.4K +158 +6%
CCA
804
Checchi Capital Advisers
California
$398K -$25K -162 -6%
AL
805
Aspiriant LLC
California
$398K +$51K +330 +14%
IC
806
Intersect Capital
California
$391K +$51.1K +331 +14%
MWP
807
MYCIO Wealth Partners
Pennsylvania
$389K – – –
RTC
808
Riverview Trust Company
Washington
$388K -$9.42K -61 -2%
FAM
809
Fulcrum Asset Management
United Kingdom
$388K – – –
CPSAC
810
Chas P. Smith & Associates (CPS)
Florida
$385K – – –
SFA
811
Sequoia Financial Advisors
Ohio
$385K +$410K +2,656 New
EAM
812
Empirical Asset Management
Massachusetts
$381K +$406K +2,629 New
GA
813
Greenspring Advisors
Maryland
$381K +$406K +2,629 New
LNC
814
Lincoln National Corp
Pennsylvania
$375K +$4.33K +28 +1%
PCM
815
Pointe Capital Management
Michigan
$371K -$57.6K -373 -13%
SG
816
StoneX Group
New York
$370K +$52.2K +338 +15%
MVA
817
Mount Vernon Associates
Maryland
$370K – – –
SM
818
Sciencast Management
New Jersey
$366K -$513K -3,320 -58%
SIG
819
Sargent Investment Group
Maryland
$366K +$30.9K +200 +9%
SFP
820
Sweet Financial Partners
Minnesota
$363K +$386K +2,500 New
VFP
821
Verus Financial Partners
Virginia
$361K +$154 +1 +0%
CCB
822
Cutter & Co Brokerage
Missouri
$360K -$7.72K -50 -2%
HAS
823
HBW Advisory Services
California
$358K +$6.18K +40 +2%
CIP
824
Cornerstone Investment Partners
Georgia
$355K -$37M -239,229 -99%
VCG
825
Vantage Consulting Group
Virginia
$355K +$36.3K +235 +11%
31 32
33
34 35