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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
826
TrueWealth LLC
Georgia
$44K -$1.16K -13 -3%
DSC
827
Duncker Streett & Co
Missouri
$44K – – –
EDRH
828
Edmond de Rothschild Holding
Switzerland
$43K +$26.8K +300 +174%
PCG
829
Private Capital Group
Connecticut
$42K -$38.5K -431 -48%
PCTC
830
Perkins Coie Trust Company
Washington
$42K – – –
CFA
831
Camarda Financial Advisors
Florida
$40K +$30.2K +338 +319%
BWL
832
Bogart Wealth LLC
Virginia
$39K – – –
TF
833
TimeScale Financial
Massachusetts
$39K +$38.5K +431 New
PFBT
834
Parkside Financial Bank & Trust
Missouri
$38K +$3.58K +40 +10%
WPA
835
West Paces Advisors
Georgia
$37.5K – – –
TF
836
Tompkins Financial
New York
$36K -$3.94K -44 -10%
SLF
837
Sun Life Financial
Ontario, Canada
$34K -$37.3K -417 -52%
ZB
838
Zions Bancorporation
Utah
$33K -$8.67K -97 -21%
AWMS
839
Advocacy Wealth Management Services
Georgia
$32K – – –
LJHT
840
Laurie J. Hall Trustee
$32K – – –
RWA
841
Ropes Wealth Advisors
Massachusetts
$32K +$5.81K +65 +23%
GEA
842
Glen Eagle Advisors
New Jersey
$29.8K – – –
PVH
843
Psagot Value Holdings
Israel
$29K – – –
VEA
844
Virtus ETF Advisers
New York
$28K – – –
PB
845
Pinnacle Bancorp
Nebraska
$27K -$6.89K -77 -20%
TNBTD
846
Trustmark National Bank Trust Department
Mississippi
$27K – – –
NCM
847
Next Capital Management
New York
$25K +$25K +280 New
EFSCE
848
Enterprise Financial Services Corp (EFSC)
Missouri
$24K +$894 +10 +4%
AF
849
Allworth Financial
California
$23K +$89 +1 +0.4%
GWS
850
Glassman Wealth Services
Virginia
$23K +$805 +9 +4%
32 33
34
35 36