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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
801
FFT Wealth Management
Pennsylvania
$364K +$281 +2 +0.1%
OFG
802
Oxford Financial Group
Indiana
$364K -$16.8K -120 -4%
SAM
803
Silvercrest Asset Management
New York
$364K +$14K +100 +4%
HC
804
Hara Capital
Washington
$363K – – –
IGAM
805
iA Global Asset Management
Quebec, Canada
$361K -$1.51M -10,764 -80%
SB
806
Sunflower Bank
Texas
$361K -$13.3K -95 -4%
SP
807
Symmetry Partners
Connecticut
$359K – – –
6F
808
626 Financial
Michigan
$359K – – –
PWM
809
Perigon Wealth Management
California
$355K +$561 +4 +0.2%
SEM
810
Strategic Equity Management
Arizona
$354K +$131K +932 +57%
CWM
811
Cornerstone Wealth Management
Missouri
$352K -$561 -4 -0.2%
RTC
812
Riverview Trust Company
Washington
$351K – – –
IAS
813
Insigneo Advisory Services
Florida
$340K +$48.7K +347 +15%
MVA
814
Mount Vernon Associates
Maryland
$339K – – –
FFA
815
Farther Finance Advisors
California
$338K +$56.7K +404 +20%
FHA
816
Flagship Harbor Advisors
Massachusetts
$336K -$152K -1,084 -31%
MWM
817
Modera Wealth Management
New Jersey
$335K -$3.23K -23 -0.9%
CFG
818
Cooper Financial Group
California
$335K +$339K +2,417 New
MAA
819
Matrix Asset Advisors
New York
$334K – – –
AAS
820
Ameritas Advisory Services
Nebraska
$334K – – –
TPI
821
Trust Point Inc
Wisconsin
$331K -$35.6K -254 -10%
PCP
822
Proficio Capital Partners
Massachusetts
$327K +$5.05K +36 +2%
LI
823
LRI Investments
Florida
$327K +$308K +2,192 +1,305%
BMCM
824
Bryn Mawr Capital Management
Pennsylvania
$324K -$19.6K -140 -6%
WG
825
Welch Group
Alabama
$322K – – –
31 32
33
34 35