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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
901
MMA Asset Management
Pennsylvania
$382K – – –
PWMAG
902
Pinnacle Wealth Management Advisory Group
New Jersey
$382K -$1.32K -7 -0.3%
FIA
903
Foundations Investment Advisors
Arizona
$381K +$17K +90 +4%
BPC
904
Banque Pictet & Cie
Switzerland
$381K +$402K +2,126 New
HIP
905
HUB Investment Partners
Texas
$381K -$31.9K -169 -7%
KP
906
Keel Point
Alabama
$380K +$56.9K +301 +17%
IMC
907
Investment Management Corporation
Virginia
$378K – – –
CIAS
908
Capital Investment Advisory Services
North Carolina
$378K +$398K +2,107 New
SGK
909
Steigerwald Gordon & Koch
Virginia
$377K +$8.12K +43 +2%
WI
910
Westbourne Investments
Virginia
$377K -$37.8K -200 -9%
AG
911
AlTi Global
New York
$376K -$193K -1,020 -33%
IC
912
Iconiq Capital
California
$376K +$76.9K +407 +24%
NG
913
Norden Group
Utah
$375K +$15.3K +81 +4%
RT
914
Rockland Trust
Massachusetts
$373K -$17K -90 -4%
PFGIA
915
Patriot Financial Group Insurance Agency
Massachusetts
$373K +$3.21K +17 +0.8%
AA
916
Alta Advisers
United Kingdom
$373K +$151K +800 +63%
PMG
917
ProVise Management Group
Florida
$370K -$168K -887 -30%
HTC
918
Haverford Trust Company
Pennsylvania
$370K -$9.82K -52 -2%
FMLI
919
Fukoku Mutual Life Insurance
Japan
$368K – – –
LCWP
920
Legacy Capital Wealth Partners
Arkansas
$368K -$4.72K -25 -1%
XF
921
XML Financial
Maryland
$365K -$132K -701 -26%
CSA
922
Cornerstone Select Advisors
Missouri
$365K – – –
WF
923
Warner Financial
Maryland
$364K +$383K +2,028 New
AWM
924
AE Wealth Management
Kansas
$363K -$3.1M -16,408 -89%
GA
925
Greenspring Advisors
Maryland
$362K – – –
35 36
37
38 39