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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
926
Buckingham Strategic Wealth
Missouri
$224K +$9.46K +58 +4%
IFG
927
Independent Financial Group
California
$223K +$225K +1,377 New
ET
928
Equitable Trust
Tennessee
$219K – – –
HPIA
929
Hamilton Point Investment Advisors
North Carolina
$219K – – –
PWPS
930
Pinnacle Wealth Planning Services
Ohio
$219K +$3.75K +23 +2%
MGIA
931
Moneta Group Investment Advisors
Missouri
$219K +$5.38K +33 +3%
HIS
932
Harvest Investment Services
Illinois
$217K -$80.4K -493 -27%
ST
933
Smithfield Trust
Pennsylvania
$216K – – –
SC
934
Solstein Capital
California
$216K +$197K +1,208 +966%
PWM
935
Perigon Wealth Management
California
$216K +$217K +1,331 New
OPWM
936
Oxinas Partners Wealth Management
Indiana
$215K -$804K -4,927 -79%
LFF
937
Level Four Financial
Texas
$213K -$329K -2,016 -61%
CCFCSB
938
Cape Cod Five Cents Savings Bank
Massachusetts
$212K +$1.3K +8 +0.6%
EGA
939
Eagle Global Advisors
Texas
$211K – – –
RWM
940
Ritholtz Wealth Management
New York
$209K -$3.1K -19 -1%
WAG
941
Winthrop Advisory Group
Massachusetts
$209K – – –
FNFDCM
942
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$209K +$211K +1,290 New
HI
943
Human Investing
Oregon
$208K +$209K +1,282 New
TSS
944
Two Sigma Securities
New York
$207K -$170K -1,043 -45%
TSW
945
Thompson Siegel & Walmsley
Virginia
$207K – – –
IAN
946
Integrated Advisors Network
Texas
$207K +$209K +1,278 New
IHL
947
Investment House LLC
California
$207K +$209K +1,278 New
HEIP
948
Hudson Edge Investment Partners
New Jersey
$207K +$209K +1,280 New
NCG
949
Newport Capital Group
New Jersey
$207K +$209K +1,280 New
DWT
950
Dorsey & Whitney Trust
South Dakota
$206K +$207K +1,268 New
36 37
38
39 40