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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
901
Cedar Mountain Advisors
Oregon
$19K +$17.3K +180 New
KFS
902
Kelly Financial Services
Massachusetts
$18.5K – – –
KWM
903
Keebeck Wealth Management
Illinois
$18K +$17K +176 New
BL
904
Balentine LLC
Georgia
$17K +$867 +9 +6%
GFPC
905
Global Financial Private Client
Florida
$15.4K +$14.5K +150 New
MCM
906
Manchester Capital Management
Vermont
$15K – – –
CI
907
CX Institutional
Indiana
$14K – – –
GCM
908
Gables Capital Management
Florida
$14K – – –
ACM
909
Anfield Capital Management
California
$14K +$12.5K +130 New
TC
910
TownSquare Capital
Utah
$13K -$210K -2,182 -94%
PCIA
911
Prime Capital Investment Advisors
Kansas
$13K – – –
BBA
912
Braun-Bostich & Associates
Pennsylvania
$13K +$12.5K +130 New
JG
913
Jefferies Group
New York
$12K -$245K -2,538 -96%
IWP
914
IAG Wealth Partners
Wisconsin
$12K +$10.6K +110 New
SL
915
Savior LLC
Massachusetts
$12K +$11.4K +118 New
ADL
916
Asset Dedication LLC
California
$11K -$1.64K -17 -13%
CAL
917
Capital Analysts LLC
Pennsylvania
$11K – – –
LB
918
Legacy Bridge
Iowa
$11K – – –
WCG
919
Weaver Consulting Group
California
$11K – – –
AA
920
Ancora Advisors
Ohio
$11K +$10.2K +106 New
PCFFS
921
Pacific Center for Financial Services
California
$10K – – –
SIS
922
Sound Income Strategies
Florida
$10K – – –
AA
923
AlphaMark Advisors
Kentucky
$10K +$96 +1 +1%
LFG
924
LifePlan Financial Group
Ohio
$10K +$2.02K +21 +28%
WB
925
West Bancorporation
Iowa
$10K +$9.25K +96 New
35 36
37
38 39