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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
801
Advisors Asset Management
Colorado
$1.75M +$109K +582 +8%
RA
802
RFG Advisory
Alabama
$1.74M +$495K +2,654 +48%
KCPT
803
Kingstone Capital Partners Texas
Texas
$1.72M -$2.22M -11,886 -60%
PC
804
Permanens Capital
New York
$1.71M +$631K +3,381 +73%
PCIA
805
Prime Capital Investment Advisors
Kansas
$1.7M +$200K +1,071 +15%
WS
806
Wedbush Securities
California
$1.68M +$879K +4,710 +147%
SFO
807
Stenger Family Office
Illinois
$1.68M +$1.45M +7,796 New
FLI
808
Family Legacy Inc
South Carolina
$1.68M -$9.89K -53 -0.7%
SCM
809
Silvant Capital Management
Georgia
$1.67M – – –
SAM
810
Smartleaf Asset Management
Massachusetts
$1.67M +$213K +1,141 +17%
LFA
811
Legacy Financial Advisors
Kentucky
$1.66M +$863K +4,625 +145%
CIA
812
Choate Investment Advisors
Massachusetts
$1.66M +$1.03M +5,513 +243%
CCB
813
Country Club Bank
Missouri
$1.66M -$108K -578 -7%
CIC
814
Carnegie Investment Counsel
Ohio
$1.65M +$1.44M +7,739 New
FFS
815
Founders Financial Securities
Maryland
$1.64M -$129K -692 -8%
LCM
816
Leisure Capital Management
California
$1.64M +$7.84K +42 +0.5%
BMA
817
Brooks Moore & Associates
Tennessee
$1.64M +$1.42M +7,607 New
HFM
818
Harvest Fund Management
China
$1.63M +$222K +1,190 +18%
HTC
819
Haverford Trust Company
Pennsylvania
$1.62M +$1.04M +5,576 +271%
VIA
820
Virtus Investment Advisers
Connecticut
$1.61M +$110K +591 +8%
NL
821
Navalign LLC
California
$1.61M -$128K -686 -8%
FFA
822
Farther Finance Advisors
California
$1.61M +$662K +3,548 +88%
SWP
823
Sagespring Wealth Partners
Tennessee
$1.61M +$597K +3,199 +73%
HAI
824
Hennessy Advisors Inc
California
$1.6M – – –
IIA
825
Integral Investment Advisors
California
$1.6M +$1.4M +7,500 New
31 32
33
34 35