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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1001
PFG Investments
New York
$295K +$47.6K +252 +18%
LA
1002
Legacy Advisors
Pennsylvania
$295K +$89K +471 +40%
LCGC
1003
Legacy Capital Group California
California
$294K -$1.89K -10 -0.6%
HP
1004
Hilltop Partners
Indiana
$293K – – –
EWA
1005
Exencial Wealth Advisors
Oklahoma
$292K +$9.63K +51 +3%
CWM
1006
Cornerstone Wealth Management
Missouri
$292K -$27.2K -144 -8%
GCP
1007
Garda Capital Partners
Minnesota
$292K +$307K +1,626 New
SEM
1008
Strategic Equity Management
Arizona
$291K – – –
PTC
1009
Private Trust Company
Ohio
$289K -$13.6K -72 -4%
A
1010
Allianz
Germany
$289K +$86.9K +460 +40%
WA
1011
Wealthstream Advisors
New York
$289K – – –
SMA
1012
Seven Mile Advisory
New Jersey
$288K +$189 +1 +0.1%
LTAS
1013
Linden Thomas Advisory Services
North Carolina
$288K +$7.37K +39 +2%
WF
1014
WoodTrust Financial
Wisconsin
$287K -$1.51K -8 -0.5%
RA
1015
Ruggaard & Associates
Ohio
$287K – – –
LFM
1016
LGT Fund Management
Liechtenstein
$287K +$302K +1,600 New
RFA
1017
Resurgent Financial Advisors
Georgia
$287K +$7.37K +39 +3%
MIM
1018
Marco Investment Management
Georgia
$284K +$299K +1,585 New
BL
1019
Balentine LLC
Georgia
$284K – – –
CCG
1020
Cypress Capital Group
Florida
$283K – – –
CWS
1021
Confluence Wealth Services
Pennsylvania
$282K +$302K +1,599 New
PCM
1022
Pennsylvania Capital Management
Pennsylvania
$282K -$2.27K -12 -0.8%
BI
1023
Beckerman Institutional
New Jersey
$281K – – –
LAM
1024
L2 Asset Management
Massachusetts
$281K +$26.8K +142 +10%
CWM
1025
Chemistry Wealth Management
New York
$278K -$83.9K -444 -22%
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