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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
926
WFA of San Diego
California
$15.1K +$13.8K +138 New
SN
927
Sittner & Nelson
Oregon
$14K – – –
SIS
928
Sound Income Strategies
Florida
$13.9K +$1.8K +18 +17%
HCP
929
Hexagon Capital Partners
Arkansas
$13.8K -$1.2K -12 -9%
HWA
930
HHM Wealth Advisors
Tennessee
$13.7K -$2.1K -21 -14%
CIA
931
Cape Investment Advisory
Georgia
$13.7K -$5.01K -50 -29%
RG
932
Retirement Group
California
$13.3K – – –
GI
933
Gradient Investments
Minnesota
$13.1K +$4.3K +43 +56%
CYG
934
Clean Yield Group
Vermont
$12.6K – – –
JWA
935
JFS Wealth Advisors
Pennsylvania
$12.6K +$5.01K +50 +77%
KTC
936
Kistler-Tiffany Companies
Pennsylvania
$12.4K – – –
BIA
937
Bell Investment Advisors
California
$12.4K +$701 +7 +7%
CSWM
938
Cassady Schiller Wealth Management
Ohio
$12.4K +$11.3K +113 New
BFPW
939
BOK Financial Private Wealth
Colorado
$12K – – –
LB
940
Legacy Bridge
Iowa
$12K – – –
CAL
941
Capital Analysts LLC
Pennsylvania
$12K – – –
GCM
942
Gables Capital Management
Florida
$11.9K – – –
MTIC
943
Missouri Trust & Investment Company
Missouri
$11.8K +$1.4K +14 +15%
NC
944
NewSquare Capital
Pennsylvania
$11.7K +$5.01K +50 +88%
O
945
Ossiam
France
$11.2K -$1.62M -16,132 -99%
SC
946
Stephens Consulting
Michigan
$11K – – –
LCM
947
Logan Capital Management
Pennsylvania
$10.9K – – –
PCFFS
948
Pacific Center for Financial Services
California
$10.9K – – –
PAG
949
Paladin Advisory Group
Iowa
$10.9K – – –
ATC
950
Adirondack Trust Company
New York
$10.5K – – –
36 37
38
39 40