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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
951
Washington Trust
Rhode Island
$207K -$75.9K -491 -26%
NP
952
NorthRock Partners
Minnesota
$206K +$220K +1,421 New
ICM
953
IMS Capital Management
Oregon
$205K – – –
BWP
954
BSW Wealth Partners
Colorado
$204K -$21.3K -138 -9%
SVWAG
955
Sound View Wealth Advisors Group
Georgia
$204K +$1.39K +9 +0.6%
AWM
956
Alterna Wealth Management
Texas
$202K +$215K +1,389 New
CT
957
Cambridge Trust
Massachusetts
$202K +$215K +1,391 New
AWM
958
Apollon Wealth Management
South Carolina
$202K +$215K +1,392 New
CT
959
Chicago Trust
Illinois
$201K -$6.03K -39 -3%
FIM
960
Freedom Investment Management
Connecticut
$201K -$2.16K -14 -1%
LFAS
961
Level Four Advisory Services
Texas
$200K +$213K +1,381 New
ST
962
Smithfield Trust
Pennsylvania
$193K – – –
SC
963
Solstein Capital
California
$193K – – –
TSW
964
Thompson Siegel & Walmsley
Virginia
$186K – – –
QC
965
Quent Capital
New York
$178K +$189K +1,223 New
CAL
966
Capital Advisors Ltd
Ohio
$174K +$174K +1,127 +1,523%
CT
967
Caldwell Trust
Florida
$169K – – –
FWM
968
Focused Wealth Management
New York
$163K – – –
KCM
969
KRS Capital Management
Michigan
$161K +$171K +1,109 New
CFO
970
CVA Family Office
Colorado
$154K +$139K +902 +564%
JWM
971
Janiczek Wealth Management
Colorado
$151K -$9.73K -63 -6%
EWM
972
Evermay Wealth Management
Virginia
$149K +$14.8K +96 +10%
IUHSA
973
Itau Unibanco Holding S.A.
Brazil
$146K -$12.2K -79 -7%
CFA
974
Carroll Financial Associates
North Carolina
$144K +$16.1K +104 +12%
S
975
Seeyond
France
$139K – – –
37 38
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