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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Modera Wealth Management
New Jersey
$523K +$81.5K +471 +19%
JCM
802
Jacobi Capital Management
Pennsylvania
$522K -$5.71K -33 -1%
GVAG
803
Great Valley Advisor Group
Delaware
$521K -$33.6K -194 -6%
FSA
804
Financial Security Advisor
Virginia
$520K -$24.9K -144 -5%
WP
805
WMS Partners
Maryland
$519K +$167K +963 +49%
AUB
806
Atlantic Union Bankshares
Virginia
$518K -$44.7K -258 -8%
EGM
807
Engineers Gate Manager
New York
$516K -$5.17M -29,880 -91%
AL
808
Aspiriant LLC
California
$507K +$34.8K +201 +8%
AIM
809
Acropolis Investment Management
Missouri
$505K – – –
CWM
810
Circle Wealth Management
New Jersey
$505K -$6.41K -37 -1%
PAM
811
Panagora Asset Management
Massachusetts
$505K -$737K -4,255 -60%
PTP
812
Platform Technology Partners
New York
$501K -$5.71K -33 -1%
PA
813
Prossimo Advisors
California
$500K +$11.9K +69 +3%
CIM
814
Cambria Investment Management
California
$496K -$20.1K -116 -4%
PCM
815
Pointe Capital Management
Michigan
$496K +$7.44K +43 +2%
GSEP
816
Golden State Equity Partners
California
$494K +$16.1K +93 +3%
RFS
817
Richardson Financial Services
Massachusetts
$492K +$102K +592 +27%
KLCM
818
KG&L Capital Management
Louisiana
$490K -$21.6K -125 -4%
XF
819
XML Financial
Maryland
$488K +$346 +2 +0.1%
TSS
820
Two Sigma Securities
New York
$488K -$1.37M -7,913 -74%
GM
821
GeoWealth Management
Illinois
$486K +$208K +1,201 +79%
PCM
822
Penserra Capital Management
California
$486K +$161K +929 +51%
FWM
823
FFT Wealth Management
Pennsylvania
$485K +$11.3K +65 +2%
SB
824
Sunflower Bank
Texas
$482K +$21.6K +125 +5%
CPSAC
825
Chas P. Smith & Associates (CPS)
Florida
$482K – – –
31 32
33
34 35