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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
851
Manchester Capital Management
Vermont
$12K – – –
SIM
852
Sonora Investment Management
Arizona
$12K – – –
GCM
853
Gables Capital Management
Florida
$11K -$2.03K -25 -16%
WCG
854
Weaver Consulting Group
California
$11K +$10K +123 New
ADL
855
Asset Dedication LLC
California
$10K – – –
GWMIA
856
Global Wealth Management Investment Advisory
Florida
$10K – – –
AC
857
Avestar Capital
New York
$10K +$2.85K +35 +28%
LB
858
Legacy Bridge
Iowa
$9K – – –
CFA
859
Camarda Financial Advisors
Florida
$9K +$8.62K +106 New
CI
860
CX Institutional
Indiana
$9K +$8.94K +110 New
MAM
861
Marquette Asset Management
Minnesota
$9K +$9.43K +116 New
WTC
862
WhitTier Trust Company
Nevada
$8K -$42.5K -523 -85%
ATC
863
Adirondack Trust Company
New York
$8K -$2.19K -27 -23%
CIAS
864
Capital Investment Advisory Services
North Carolina
$8K – – –
PCFFS
865
Pacific Center for Financial Services
California
$8K – – –
PK
866
Pflug Koory
Nebraska
$8K – – –
SIS
867
Sound Income Strategies
Florida
$8K – – –
CAL
868
Capital Analysts LLC
Pennsylvania
$8K +$8.86K +109 New
SGAM
869
Smith Group Asset Management
Texas
$7K -$10.1M -124,460 -100%
NFG
870
Next Financial Group
Texas
$7K -$39.9K -491 -86%
CHC
871
City Holding Co
West Virginia
$7K – – –
OC
872
Oakworth Capital
Alabama
$7K – – –
NFH
873
NEXT Financial Holdings
Texas
$7K +$6.26K +77 New
BL
874
Balentine LLC
Georgia
$6K – – –
LFG
875
LifePlan Financial Group
Ohio
$6K – – –
33 34
35
36 37