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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
976
Winton Group
United Kingdom
$296K +$287K +1,658 New
CLOS
977
Compagnie Lombard Odier SCmA
Switzerland
$294K -$5.37K -31 -2%
LCGC
978
Legacy Capital Group California
California
$294K -$346 -2 -0.1%
ACP
979
Aveo Capital Partners
Colorado
$292K +$8.31K +48 +3%
OWCM
980
One Wealth Capital Management
Arizona
$292K +$283K +1,636 New
HP
981
Hilltop Partners
Indiana
$292K – – –
SEM
982
Strategic Equity Management
Arizona
$290K – – –
AA
983
Advisory Alpha
Michigan
$288K -$3.63K -21 -1%
RLH
984
RD Lewis Holdings
Florida
$287K +$245K +1,414 New
WA
985
Wealthstream Advisors
New York
$287K +$279K +1,610 New
WF
986
WoodTrust Financial
Wisconsin
$287K – – –
EFS
987
Essex Financial Services
Connecticut
$287K -$15.4K -89 -5%
UF
988
Univest Financial
Pennsylvania
$287K – – –
SMA
989
Seven Mile Advisory
New Jersey
$286K +$3.63K +21 +1%
RA
990
Ruggaard & Associates
Ohio
$285K – – –
CT
991
Caldwell Trust
Florida
$284K +$27.7K +160 +11%
BL
992
Balentine LLC
Georgia
$282K – – –
PCM
993
Pennsylvania Capital Management
Pennsylvania
$282K -$57.6K -333 -17%
EWA
994
Exencial Wealth Advisors
Oklahoma
$282K -$18.2K -105 -6%
CCG
995
Cypress Capital Group
Florida
$281K -$5.02K -29 -2%
BI
996
Beckerman Institutional
New Jersey
$280K +$5.89K +34 +2%
LTAS
997
Linden Thomas Advisory Services
North Carolina
$279K -$3.98K -23 -1%
MCC
998
Money Concepts Capital
Florida
$279K +$10.6K +61 +4%
MIF
999
Mediolanum International Funds
Ireland
$279K +$272K +1,572 New
RFA
1000
Resurgent Financial Advisors
Georgia
$278K +$692 +4 +0.3%
38 39
40
41 42