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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
876
Sonora Investment Management
Arizona
$14K – – –
ADL
877
Asset Dedication LLC
California
$12K – – –
AC
878
Avestar Capital
New York
$12K – – –
GCM
879
Gables Capital Management
Florida
$12K – – –
CI
880
CX Institutional
Indiana
$12K +$1.61K +18 +16%
GWMIA
881
Global Wealth Management Investment Advisory
Florida
$11K – – –
WCG
882
Weaver Consulting Group
California
$11K – – –
VCM
883
Versant Capital Management
Arizona
$10K -$13.2K -148 -56%
CAL
884
Capital Analysts LLC
Pennsylvania
$10K – – –
LB
885
Legacy Bridge
Iowa
$10K – – –
PCFFS
886
Pacific Center for Financial Services
California
$9K – – –
SIS
887
Sound Income Strategies
Florida
$9K – – –
BWM
888
Baystate Wealth Management
Massachusetts
$8K -$10.9K -122 -57%
ATC
889
Adirondack Trust Company
New York
$8K – – –
CHC
890
City Holding Co
West Virginia
$8K – – –
OC
891
Oakworth Capital
Alabama
$8K – – –
BL
892
Balentine LLC
Georgia
$8K +$1.25K +14 +19%
PK
893
Pflug Koory
Nebraska
$7K -$2.24K -25 -24%
WTC
894
WhitTier Trust Company
Nevada
$7K -$1.43K -16 -17%
LFG
895
LifePlan Financial Group
Ohio
$7K – – –
SGAM
896
Smith Group Asset Management
Texas
$7K – – –
NFG
897
Next Financial Group
Texas
$6K -$1.34K -15 -19%
FAM
898
Fred Alger Management
New York
$6K – – –
EWA
899
Evolution Wealth Advisors
Florida
$6K +$5.81K +65 New
ACA
900
Atlas Capital Advisors
Wyoming
$5.9K -$20.5K -229 -78%
34 35
36
37 38