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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
876
WMS Partners
Maryland
$228K +$187K +1,737 New
ZCM
877
Ziegler Capital Management
Illinois
$227K +$187K +1,733 New
LCGC
878
Legacy Capital Group California
California
$226K +$186K +1,725 New
DWM
879
Drive Wealth Management
Utah
$225K +$185K +1,714 New
HWA
880
Heartwood Wealth Advisors
Virginia
$223K +$184K +1,704 New
IIC
881
Integrated Investment Consultants
Michigan
$223K +$184K +1,704 New
BHCM
882
Brevan Howard Capital Management
Jersey
$222K +$183K +1,695 New
MFIM
883
Mesirow Financial Investment Management
Illinois
$222K +$183K +1,695 New
PIFP
884
Partners in Financial Planning
Virginia
$221K +$182K +1,686 New
CLOS
885
Compagnie Lombard Odier SCmA
Switzerland
$216K -$59.6K -553 -25%
SEM
886
Strategic Equity Management
Arizona
$213K +$175K +1,625 New
CPIG
887
Chicago Partners Investment Group
Illinois
$213K +$175K +1,624 New
PP
888
PDS Planning
Ohio
$212K +$175K +1,620 New
RA
889
Ruggaard & Associates
Ohio
$211K +$174K +1,612 New
CAL
890
Capital Advisors Ltd
Ohio
$210K – – –
WF
891
WoodTrust Financial
Wisconsin
$210K +$173K +1,601 New
SL
892
Salomon & Ludwin
Virginia
$209K – – –
IFG
893
Independent Financial Group
California
$208K +$171K +1,589 New
MMHP
894
Murphy Middleton Hinkle & Parker
Georgia
$206K +$169K +1,570 New
LTAS
895
Linden Thomas Advisory Services
North Carolina
$205K +$169K +1,563 New
PWG
896
Portside Wealth Group
Utah
$205K +$168K +1,560 New
MCM
897
MontVue Capital Management
Virginia
$204K +$168K +1,554 New
CCG
898
Cypress Capital Group
Florida
$203K +$167K +1,551 New
HAS
899
HBW Advisory Services
California
$203K +$167K +1,552 New
LF
900
LifePlan Financial
Minnesota
$203K +$167K +1,546 New
34 35
36
37 38