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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
901
Choate Investment Advisors
Massachusetts
$1.22M +$38.5K +184 +3%
IIA
902
Integral Investment Advisors
California
$1.22M -$93.9K -449 -6%
CIM
903
Cambria Investment Management
California
$1.22M +$578K +2,764 +71%
PWG
904
Portside Wealth Group
Utah
$1.22M +$895K +4,278 +178%
G
905
GenTrust
Florida
$1.22M -$103K -492 -7%
LCM
906
Leisure Capital Management
California
$1.21M -$161K -771 -10%
FPCP
907
Fort Point Capital Partners
California
$1.21M +$30.7K +147 +2%
GVAG
908
Great Valley Advisor Group
Delaware
$1.2M +$37.4K +179 +3%
CIA
909
Capital Investment Advisors
Georgia
$1.2M -$95K -454 -6%
HCP
910
Hexagon Capital Partners
Arkansas
$1.2M +$1.37M +6,551 New
PC
911
Permanens Capital
New York
$1.19M -$990K -4,731 -42%
NL
912
Navalign LLC
California
$1.19M -$182K -871 -12%
AC
913
AlphaCore Capital
California
$1.19M +$65.9K +315 +5%
WIA
914
Westbourne Investment Advisors
Maryland
$1.19M – – –
MIF
915
Mediolanum International Funds
Ireland
$1.19M -$49.5M -236,597 -97%
FFM
916
Forum Financial Management
Illinois
$1.19M -$2.11M -10,107 -61%
SIG
917
Sargent Investment Group
Maryland
$1.19M +$6.9K +33 +0.5%
AMM
918
American Money Management
California
$1.19M -$37K -177 -3%
PCS
919
Personal CFO Solutions
New Jersey
$1.18M -$183K -876 -12%
CFCI
920
Comprehensive Financial Consultants Institutional
Indiana
$1.18M +$215K +1,026 +19%
CSP
921
Cary Street Partners
Virginia
$1.17M -$5.44K -26 -0.4%
WETS
922
Wealth Enhancement Trust Services
South Dakota
$1.17M +$221K +1,057 +20%
CWM
923
Circle Wealth Management
New Jersey
$1.17M +$531K +2,540 +66%
PCG
924
Prosperity Consulting Group
Maryland
$1.17M -$99.4K -475 -7%
CAG
925
Crestwood Advisors Group
Massachusetts
$1.17M -$29.3K -140 -2%
35 36
37
38 39