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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1126
Founders Financial Alliance
North Carolina
$712K +$219 +1 +0%
DCM
1127
Driehaus Capital Management
Illinois
$707K -$247K -1,130 -25%
MAM
1128
McLean Asset Management
Virginia
$707K -$8.98K -41 -1%
CAMG
1129
CWA Asset Management Group
Florida
$703K +$100K +459 +16%
ISL
1130
Ingalls & Snyder LLC
New York
$703K – – –
AA
1131
Advisory Alpha
Michigan
$702K +$292K +1,335 +69%
LFAS
1132
Level Four Advisory Services
Texas
$696K +$279K +1,274 +64%
TCA
1133
Trifecta Capital Advisors
Illinois
$694K -$438 -2 -0.1%
VC
1134
Vicus Capital
Pennsylvania
$694K -$1.31K -6 -0.2%
WA
1135
Wealth Alliance
New York
$694K +$207K +947 +41%
TTWM
1136
TCV Trust & Wealth Management
Virginia
$694K -$19K -87 -3%
SMC
1137
Smith, Moore & Co
Missouri
$694K -$56.3K -257 -7%
SG
1138
StoneX Group
New York
$693K +$161K +737 +29%
FPB
1139
First PREMIER Bank
South Dakota
$692K +$20.8K +95 +3%
EIP
1140
Epoch Investment Partners
New York
$689K – – –
VCM
1141
Versant Capital Management
Arizona
$688K +$52.5K +240 +8%
NG
1142
Norden Group
Utah
$687K +$107K +491 +18%
AO
1143
Advisor OS
Illinois
$685K +$273K +1,247 +63%
TI
1144
tru Independence
Oregon
$685K +$3.94K +18 +0.6%
LGA
1145
Lebenthal Global Advisors
New York
$683K -$15.1K -69 -2%
AG
1146
AlTi Global
New York
$682K +$5.69K +26 +0.8%
TCM
1147
Traub Capital Management
Massachusetts
$682K – – –
JIC
1148
Joel Isaacson & Co
New York
$681K – – –
DWT
1149
Dorsey & Whitney Trust
South Dakota
$681K +$9.63K +44 +1%
GI
1150
GAMCO Investors
Connecticut
$678K -$116K -532 -14%
44 45
46
47 48