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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1051
Aaron Wealth Advisors
Illinois
– -$494K -5,364 Closed
IAA
1052
Independent Advisor Alliance
North Carolina
– -$460K -4,987 Closed
PIFP
1053
Partners in Financial Planning
Virginia
– -$435K -4,395 Closed
QI
1054
Qtron Investments
Massachusetts
– -$337K -3,653 Closed
PG
1055
Proffitt & Goodson
Tennessee
– -$314K -3,405 Closed
CWM
1056
Curi Wealth Management
North Carolina
– -$288K -3,121 Closed
QT
1057
Quantamental Technologies
New York
– -$285K -3,087 Closed
AG
1058
Ascent Group
Virginia
– -$321K -3,026 Closed
AWM
1059
Axxcess Wealth Management
California
– -$273K -2,966 Closed
SIA
1060
Schechter Investment Advisors
Michigan
– -$266K -2,891 Closed
MM
1061
MQS Management
New York
– -$264K -2,860 Closed
ESCM
1062
Echo Street Capital Management
New York
– -$263K -2,857 Closed
SDWMA
1063
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$261K -2,836 Closed
AFS
1064
Axiom Financial Strategies
Indiana
– -$235K -2,554 Closed
ECM
1065
Evergreen Capital Management
Washington
– -$236K -2,554 Closed
ACM
1066
AlphaCrest Capital Management
New York
– -$233K -2,527 Closed
CA
1067
Continuum Advisory
Idaho
– -$225K -2,442 Closed
NCG
1068
Newport Capital Group
New Jersey
– -$240K -2,441 Closed
AWM
1069
Avitas Wealth Management
California
– -$224K -2,435 Closed
JF
1070
Joule Financial
Kentucky
– -$224K -2,431 Closed
CCIA
1071
Campbell & Co Investment Adviser
Maryland
– -$219K -2,375 Closed
EGA
1072
E&G Advisors
Texas
– -$216K -2,348 Closed
DCM
1073
DGS Capital Management
New Jersey
– -$214K -2,322 Closed
FH
1074
FWG Holdings
Florida
– -$212K -2,300 Closed
CIP
1075
Convergence Investment Partners
Florida
– -$205K -2,221 Closed
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