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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
976
Prentice Wealth Management
New York
$155K – – –
AAP
977
Arax Advisory Partners
Colorado
$148K +$144K +954 New
FMT
978
First Mercantile Trust
Tennessee
$144K -$16.6K -110 -11%
AIM
979
Anchor Investment Management
South Carolina
$142K – – –
VLKIM
980
Van Lanschot Kempen Investment Management
Netherlands
$142K – – –
TAIM
981
TD Ameritrade Investment Management
Nebraska
$141K +$39.1K +259 +40%
IAS
982
IMA Advisory Services
Colorado
$139K – – –
RDWM
983
Red Door Wealth Management
Tennessee
$139K +$137K +905 New
EWM
984
Evermay Wealth Management
Virginia
$136K +$133K +880 New
CI
985
CX Institutional
Indiana
$133K +$20.2K +134 +18%
CWP
986
Concord Wealth Partners
Virginia
$130K -$73.6K -488 -37%
TFO
987
Tarbox Family Office
California
$121K +$81.6K +541 +227%
ACA
988
Atlas Capital Advisors
Wyoming
$110K +$34.4K +228 +48%
PCG
989
Private Capital Group
Connecticut
$108K +$26.3K +174 +33%
NSB
990
Norway Savings Bank
Maine
$105K +$7.84K +52 +8%
DAC
991
Dividend Assets Capital
South Carolina
$93K – – –
TFA
992
Toth Financial Advisory
Virginia
$90K – – –
PFBT
993
Parkside Financial Bank & Trust
Missouri
$90K +$4.07K +27 +5%
BU
994
BBVA USA
Alabama
$90K +$87.8K +582 New
GRP
995
Global Retirement Partners
California
$87K +$4.53K +30 +6%
CLOS
996
Compagnie Lombard Odier SCmA
Switzerland
$86K – – –
WWM
997
Wolff Wiese Magana
California
$83K +$20.2K +134 +34%
WPA
998
West Paces Advisors
Georgia
$81.5K -$6.34K -42 -7%
GAM
999
Gemmer Asset Management
California
$80K +$1.66K +11 +2%
TWA
1000
TCI Wealth Advisors
Arizona
$80K +$8K +53 +11%
38 39
40
41 42