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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1101
Ancora Advisors
Ohio
$9.53K +$8.67K +64 New
SIC
1102
SJS Investment Consulting
Ohio
$9.23K +$406 +3 +5%
CMP
1103
Coston McIsaac & Partners
Maine
$9K – – –
MFT
1104
Moisand Fitzgerald Tamayo
Florida
$8.93K – – –
CAM
1105
ClariVest Asset Management
California
$8.89K +$2.57K +19 +46%
VCM
1106
Versant Capital Management
Arizona
$8.79K -$63K -465 -89%
AA
1107
Addison Advisors
Vermont
$8.64K +$7.85K +58 New
WTA
1108
Washington Trust Advisors
Massachusetts
$8.19K +$271 +2 +4%
CSC
1109
Caldwell Sutter Capital
California
$7.74K – – –
PA
1110
PSI Advisors
Florida
$7.45K – – –
NFSG
1111
Newbridge Financial Services Group
Florida
$7.3K -$335K -2,471 -98%
WBC
1112
West Branch Capital
Massachusetts
$7.3K -$5.42K -40 -45%
FGAM
1113
Financial Gravity Asset Management
Texas
$7.21K – – –
PCMC
1114
Planning Capital Management Corporation
Pennsylvania
$7.15K – – –
CTC
1115
Cetera Trust Company
Minnesota
$6.85K – – –
GI
1116
Gradient Investments
Minnesota
$6.7K -$1.76K -13 -22%
OC
1117
Oakworth Capital
Alabama
$6.25K – – –
AW
1118
Avion Wealth
Texas
$6K +$406 +3 +10%
CAM
1119
Chesapeake Asset Management
New York
$5.81K – – –
CWC
1120
Carolinas Wealth Consulting
North Carolina
$5.57K +$677 +5 +16%
TFM
1121
TFC Financial Management
Massachusetts
$5.54K +$271 +2 +6%
AP
1122
Aspect Partners
Virginia
$5.51K – – –
TSWM
1123
Tyler-Stone Wealth Management
Ohio
$5.51K – – –
CA
1124
Crewe Advisors
Utah
$5.21K +$4.74K +35 New
KA
1125
Kozak & Associates
Colorado
$4.99K – – –
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