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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
851
Schneider Downs Wealth Management Advisors
Pennsylvania
$309K +$49.9K +306 +19%
SWM
852
SeaCrest Wealth Management
New York
$307K +$7.18K +44 +2%
WP
853
WealthSource Partners
California
$306K +$308K +1,889 New
WC
854
Woodstock Corp
Massachusetts
$305K – – –
LJAC
855
L.J. Altfest & Co
New York
$305K +$307K +1,884 New
NIM
856
NuWave Investment Management
New Jersey
$303K -$467K -2,863 -61%
CFGS
857
Concourse Financial Group Securities
Alabama
$303K -$979 -6 -0.3%
GCP
858
GSA Capital Partners
United Kingdom
$301K -$332K -2,032 -52%
HI
859
Humankind Investments
New York
$301K +$303K +1,859 New
TM
860
Titan Managers
Arizona
$299K +$301K +1,846 New
FFA
861
Founders Financial Alliance
North Carolina
$298K +$24.5K +150 +9%
RWM
862
Reston Wealth Management
Virginia
$297K +$1.79K +11 +0.6%
MC
863
Mathes Company
New York
$295K – – –
TA
864
TruWealth Advisors
Louisiana
$293K – – –
FNBOO
865
First National Bank of Omaha
Nebraska
$291K +$8.16K +50 +3%
BCA
866
Berman Capital Advisors
Georgia
$288K +$61.7K +378 +27%
WIC
867
Whitegate Investment Counselors
New Hampshire
$286K – – –
EI
868
Ellevest Inc
New York
$286K +$59.2K +363 +26%
MCM
869
Marathon Capital Management
Maryland
$285K – – –
AIC
870
Ameritas Investment Company
Nebraska
$285K +$149K +913 +108%
FHC
871
First Heartland Consultants
Missouri
$282K -$376K -2,304 -57%
ACA
872
Aptus Capital Advisors
Alabama
$282K +$326 +2 +0.1%
PCM
873
Prelude Capital Management
New York
$281K -$669K -4,099 -70%
MMHP
874
Murphy Middleton Hinkle & Parker
Georgia
$280K -$4.41K -27 -2%
BFPW
875
BOK Financial Private Wealth
Colorado
$278K +$44.5K +273 +19%
33 34
35
36 37