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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1126
Financial Security Advisor
Virginia
$627K +$13.6K +73 +3%
IFWM
1127
Institute for Wealth Management
Colorado
$626K +$549K +2,944 New
GSEP
1128
Golden State Equity Partners
California
$621K -$77.1K -413 -12%
MYIA
1129
Mount Yale Investment Advisors
Colorado
$620K +$544K +2,916 New
EI
1130
Ellevest Inc
New York
$619K +$543K +2,911 New
CRC
1131
Curi RMB Capital
Illinois
$619K +$543K +2,908 New
PK
1132
Pflug Koory
Nebraska
$618K +$542K +2,905 New
HAIM
1133
Hunter Associates Investment Management
Pennsylvania
$618K +$542K +2,903 New
JCM
1134
J2 Capital Management
Michigan
$617K +$541K +2,901 New
MAM
1135
Madison Asset Management
Wisconsin
$616K +$541K +2,897 New
RFS
1136
Richardson Financial Services
Massachusetts
$616K +$17.7K +95 +3%
AIA
1137
Arbor Investment Advisors
North Carolina
$612K +$537K +2,878 New
OCM
1138
One Capital Management
California
$611K +$327K +1,752 +156%
ALAM
1139
Asahi Life Asset Management
Japan
$611K +$536K +2,870 New
FFC
1140
Frederick Financial Consultants
Maryland
$610K +$196K +1,050 +58%
FMLI
1141
Fukoku Mutual Life Insurance
Japan
$609K +$152K +812 +40%
SIC
1142
Sage Investment Counsel
Tennessee
$608K +$533K +2,857 New
CT
1143
Chicago Trust
Illinois
$607K +$532K +2,853 New
CAMG
1144
CWA Asset Management Group
Florida
$606K +$204K +1,094 +62%
RCA
1145
Resonant Capital Advisors
Wisconsin
$606K +$531K +2,848 New
WFI
1146
West Family Investments
California
$605K +$531K +2,844 New
PWMAG
1147
Pinnacle Wealth Management Advisory Group
New Jersey
$604K +$132K +710 +33%
VA
1148
Valmark Advisers
Ohio
$602K +$528K +2,831 New
GM
1149
GeoWealth Management
Illinois
$601K +$128K +688 +32%
BCM
1150
Birch Capital Management
Texas
$599K +$526K +2,817 New
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