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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
851
Harbor Investment Advisory
Maryland
$176K +$36.6K +311 +29%
HIIFS
852
Harel Insurance Investments & Financial Services
Israel
$170K -$38.6K -328 -45%
PCM
853
Penserra Capital Management
California
$170K +$37.2K +316 +31%
CWP
854
Concord Wealth Partners
Virginia
$169K -$8.01K -68 -5%
ST
855
Smithfield Trust
Pennsylvania
$169K – – –
FDCDDQ
856
Federation des caisses Desjardins du Quebec
Quebec, Canada
$169K +$34.2K +290 +28%
TSW
857
Thompson Siegel & Walmsley
Virginia
$163K – – –
HI
858
Human Investing
Oregon
$159K – – –
EI
859
Ellevest Inc
New York
$136K +$126K +1,070 New
O
860
Ossiam
France
$133K +$103K +871 +506%
FMT
861
First Mercantile Trust
Tennessee
$132K -$185K -1,573 -60%
JWM
862
Janiczek Wealth Management
Colorado
$127K +$942 +8 +0.8%
PWM
863
Prentice Wealth Management
New York
$127K +$118K +1,000 New
AIC
864
Ameritas Investment Company
Nebraska
$126K +$117K +990 New
BFEC
865
Benjamin F. Edwards & Company
Missouri
$123K -$2.24K -19 -2%
SBSB
866
Sullivan, Bruyette, Speros & Blaney
Virginia
$122K +$113K +962 New
LSA
867
Leonteq Securities AG
Switzerland
$122K +$113K +958 New
BCA
868
Berman Capital Advisors
Georgia
$120K +$32.6K +277 +41%
VLKIM
869
Van Lanschot Kempen Investment Management
Netherlands
$117K -$136K -1,152 -56%
AIM
870
Anchor Investment Management
South Carolina
$117K – – –
VFA
871
Valeo Financial Advisors
Indiana
$116K -$6.71K -57 -6%
IAS
872
IMA Advisory Services
Colorado
$114K – – –
LTI
873
Laffer Tengler Investments
Tennessee
$113K – – –
AIM
874
Axiom Investment Management
New York
$109K +$101K +857 New
CFA
875
Carroll Financial Associates
North Carolina
$108K -$3.77K -32 -4%
33 34
35
36 37