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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
801
Naples Global Advisors
Florida
$216K – – –
SGK
802
Steigerwald Gordon & Koch
Virginia
$215K – – –
ACA
803
Aptus Capital Advisors
Alabama
$215K +$3.18K +26 +1%
CIP
804
Convergence Investment Partners
Florida
$212K -$2.93K -24 -1%
DWT
805
Dorsey & Whitney Trust
South Dakota
$212K +$3.06K +25 +1%
AWM
806
Apollon Wealth Management
South Carolina
$211K -$13.7K -112 -5%
GFS
807
GYL Financial Synergies
Connecticut
$211K -$3.06K -25 -1%
CP
808
Camelot Portfolios
Ohio
$211K – – –
BP
809
Ballentine Partners
Massachusetts
$211K +$28.9K +236 +13%
XF
810
XML Financial
Maryland
$210K -$951K -7,776 -79%
CA
811
Clearstead Advisors
Ohio
$210K -$122K -1,001 -33%
BBHC
812
Brown Brothers Harriman & Co
New York
$210K -$28.2K -231 -10%
T
813
TOBAM
France
$210K +$145K +1,185 +143%
1W
814
1776 Wealth
Georgia
$209K – – –
WAM
815
WNY Asset Management
New York
$209K +$14.1K +115 +6%
ERWM
816
Elk River Wealth Management
Colorado
$208K – – –
GJIC
817
Gamble Jones Investment Counsel
California
$208K – – –
MCM
818
Magnolia Capital Management
New York
$208K – – –
WP
819
WealthSource Partners
California
$208K +$46.2K +378 +23%
MYIA
820
Mount Yale Investment Advisors
Colorado
$207K -$178K -1,457 -42%
CIM
821
CIM Investment Management
Pennsylvania
$205K -$1.47K -12 -0.6%
AIP
822
Almanack Investment Partners
Pennsylvania
$205K +$1.47K +12 +0.6%
CT
823
Columbia Trust
Oregon
$202K -$125K -1,019 -34%
KFP
824
KB Financial Partners
New Jersey
$202K -$22.2K -182 -9%
GCAC
825
Guardian Capital Advisors (Canada)
Ontario, Canada
$202K -$12.2K -100 -5%
31 32
33
34 35