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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
851
Western Wealth Management
Colorado
$1.47M +$516K +2,767 +67%
BOH
852
Bank of Hawaii
Hawaii
$1.47M +$757K +4,056 +142%
AP
853
Advisors Preferred
Maryland
$1.46M – – –
ECM
854
Evergreen Capital Management
Washington
$1.46M +$435K +2,330 +51%
AWA
855
Aaron Wealth Advisors
Illinois
$1.46M +$669K +3,585 +109%
LBC
856
Lowe Brockenbrough & Co
Virginia
$1.46M +$298K +1,597 +30%
CIC
857
Chilton Investment Company
Connecticut
$1.46M +$1.05M +5,609 +449%
PCS
858
Personal CFO Solutions
New Jersey
$1.45M +$346K +1,853 +37%
NAS
859
Nicolet Advisory Services
Wisconsin
$1.45M +$864K +4,632 +196%
LS
860
Livforsakringsbolaget Skandia
Sweden
$1.45M +$725K +3,886 +133%
PIM
861
Plato Investment Management
Australia
$1.45M +$373K +1,999 +41%
LAM
862
LECAP Asset Management
United Kingdom
$1.45M +$1.27M +6,804 New
PCG
863
Prosperity Consulting Group
Maryland
$1.45M +$248K +1,327 +24%
BCM
864
Barden Capital Management
Texas
$1.44M -$24.6K -132 -2%
IIC
865
Ironwood Investment Counsel
Arizona
$1.43M +$693K +3,714 +84%
QI
866
Qtron Investments
Massachusetts
$1.43M +$733K +3,928 +141%
PPWP
867
Premier Path Wealth Partners
New Jersey
$1.43M +$451K +2,415 +56%
AWM
868
AE Wealth Management
Kansas
$1.42M +$870K +4,664 +231%
WIA
869
Westbourne Investment Advisors
Maryland
$1.41M +$59.7K +320 +5%
SW
870
SVB Wealth
Massachusetts
$1.41M -$319K -1,711 -21%
PFA
871
Professional Financial Advisors
Nebraska
$1.4M +$1.22M +6,564 New
CW
872
CreativeOne Wealth
Kansas
$1.39M +$305K +1,634 +33%
SW
873
SteelPeak Wealth
California
$1.39M +$76.9K +412 +7%
SIG
874
Sargent Investment Group
Maryland
$1.37M -$90.7K -486 -7%
QIM
875
Quantitative Investment Management
Virginia
$1.37M +$959K +5,140 +394%
33 34
35
36 37