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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
801
Stokes Family Office
Louisiana
$338K – – –
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$337K -$11.1K -82 -3%
SCM
803
Shelton Capital Management
Colorado
$335K – – –
IAS
804
Insigneo Advisory Services
Florida
$334K +$21.7K +160 +8%
HIP
805
HUB Investment Partners
Texas
$331K +$59.4K +439 +25%
MW
806
Marcum Wealth
Ohio
$330K +$813 +6 +0.3%
GFS
807
GYL Financial Synergies
Connecticut
$329K +$4.33K +32 +1%
JWCA
808
J.W. Cole Advisors
Florida
$329K -$13K -96 -4%
SL
809
Salomon & Ludwin
Virginia
$327K +$6.5K +48 +2%
IIM
810
INTECH Investment Management
Florida
$327K -$341K -2,516 -53%
SAI
811
Systematic Alpha Investments
New Jersey
$325K – – –
BHC
812
Bowen Hanes & Co
Florida
$324K – – –
SIM
813
Sentry Investment Management
Wisconsin
$324K +$294K +2,174 New
KA
814
Kearns & Associates
California
$323K – – –
BHCM
815
Brevan Howard Capital Management
Jersey
$320K +$61.5K +454 +27%
HC
816
Hamilton Capital
Ohio
$319K +$290K +2,145 New
GJWM
817
Gilliland Jeter Wealth Management
Arkansas
$319K +$1.22K +9 +0.4%
JJBC
818
James J. Burns & Company
New York
$318K -$1.63K -12 -0.5%
ICG
819
InterOcean Capital Group
Tennessee
$318K -$44.4K -328 -13%
IWM
820
IHT Wealth Management
Illinois
$318K -$2.84K -21 -1%
FCBT
821
First Citizens Bank & Trust
North Carolina
$316K +$287K +2,123 New
FT
822
Fiduciary Trust
Massachusetts
$315K – – –
OAM
823
Ostrum Asset Management
France
$315K – – –
KLCM
824
KG&L Capital Management
Louisiana
$314K +$18.4K +136 +7%
SAG
825
SageView Advisory Group
California
$313K +$285K +2,104 New
31 32
33
34 35