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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
876
Systematic Alpha Investments
New Jersey
$389K – – –
BHC
877
Bowen Hanes & Co
Florida
$388K – – –
RT
878
Rockland Trust
Massachusetts
$387K +$376K +2,172 New
KA
879
Kearns & Associates
California
$387K – – –
GJWM
880
Gilliland Jeter Wealth Management
Arkansas
$387K +$1.04K +6 +0.3%
SCM
881
Shelton Capital Management
Colorado
$385K -$16.6K -96 -4%
PPWM
882
Paragon Private Wealth Management
Kentucky
$385K +$42.9K +248 +13%
QIM
883
Quantitative Investment Management
Virginia
$384K -$912K -5,269 -71%
NAS
884
Nicolet Advisory Services
Wisconsin
$384K +$97.6K +564 +35%
FH
885
FWG Holdings
Florida
$382K – – –
PWMAG
886
Pinnacle Wealth Management Advisory Group
New Jersey
$381K -$16.8K -97 -4%
MAM
887
MMA Asset Management
Pennsylvania
$380K +$369K +2,133 New
HTC
888
Haverford Trust Company
Pennsylvania
$377K -$15.1K -87 -4%
IMC
889
Investment Management Corporation
Virginia
$376K +$365K +2,108 New
AFPL
890
Advus Financial Partners, LLC
Florida
$375K +$22.3K +129 +7%
RBFC
891
Roman Butler Fullerton & Co
Missouri
$375K +$10.7K +62 +3%
CWM
892
Challenger Wealth Management
California
$374K +$364K +2,100 New
TWC
893
TD Waterhouse Canada
Ontario, Canada
$373K -$23.2K -134 -6%
OWA
894
Opal Wealth Advisors
New York
$373K +$22K +127 +6%
FC
895
Farringdon Capital
United Kingdom
$372K +$361K +2,084 New
EWA
896
EverSource Wealth Advisors
Alabama
$371K +$87.1K +503 +32%
LCWP
897
Legacy Capital Wealth Partners
Arkansas
$370K -$7.79K -45 -2%
CFG
898
Carr Financial Group
Massachusetts
$368K +$1.21K +7 +0.3%
PFGIA
899
Patriot Financial Group Insurance Agency
Massachusetts
$368K -$189K -1,093 -35%
SGK
900
Steigerwald Gordon & Koch
Virginia
$367K – – –
34 35
36
37 38