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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
901
Welch & Forbes
Massachusetts
$1.4M -$81K -370 -5%
WIA
902
Westbourne Investment Advisors
Maryland
$1.4M -$4.16K -19 -0.3%
CSP
903
Cary Street Partners
Virginia
$1.4M -$130K -595 -8%
GCP
904
GSA Capital Partners
United Kingdom
$1.39M +$991K +4,527 +223%
RBA
905
Richard Bernstein Advisors
New York
$1.38M -$1.9M -8,680 -57%
OIA
906
OneDigital Investment Advisors
Kansas
$1.37M -$170K -777 -11%
CIM
907
Cambria Investment Management
California
$1.37M +$282K +1,287 +25%
DAS
908
Diversify Advisory Services
Utah
$1.37M +$56K +256 +4%
VVP
909
Venture Visionary Partners
Ohio
$1.36M +$76.2K +348 +6%
GAG
910
GM Advisory Group
New York
$1.36M +$219 +1 +0%
G
911
GenTrust
Florida
$1.36M +$87.8K +401 +7%
DI
912
Diligent Investors
California
$1.36M +$438 +2 +0%
NW
913
NewEdge Wealth
Pennsylvania
$1.35M +$178K +814 +15%
AA
914
ABC Arbitrage
France
$1.35M +$1.39M +6,344 New
SW
915
SVB Wealth
Massachusetts
$1.35M -$60.9K -278 -4%
AWM
916
Arista Wealth Management
Nevada
$1.34M +$125K +572 +10%
ET
917
Equitable Trust
Tennessee
$1.34M – – –
FRA
918
Frank Rimerman Advisors
California
$1.34M +$20.1K +92 +1%
BCM
919
Brookstone Capital Management
Illinois
$1.34M -$1.81M -8,256 -57%
TS
920
Triglav Skladi
Slovenia
$1.34M +$1.38M +6,300 New
WF
921
Whelan Financial
California
$1.33M +$561K +2,563 +69%
BOH
922
Bank of Hawaii
Hawaii
$1.32M -$150K -686 -10%
GWA
923
Gratus Wealth Advisors
Virginia
$1.32M – – –
CFG
924
Cooper Financial Group
California
$1.32M +$16.9K +77 +1%
EWA
925
EverSource Wealth Advisors
Alabama
$1.32M +$123K +562 +10%
35 36
37
38 39