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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1126
Confluence Wealth Services
Pennsylvania
$912K -$5.34K -24 -0.6%
AI
1127
Atom Investors
Texas
$912K – – –
FMI
1128
Frec Markets Inc
California
$911K +$836K +3,757 New
CAMG
1129
CWA Asset Management Group
Florida
$909K +$98.6K +443 +13%
AMBIA
1130
Allen Mooney & Barnes Investment Advisors
Georgia
$903K – – –
XF
1131
XML Financial
Maryland
$894K +$264K +1,185 +47%
ZBNA
1132
Zions Bancorporation, National Association
Utah
$893K +$118K +531 +17%
NWWA
1133
New Wave Wealth Advisors
Arkansas
$888K +$54.8K +246 +7%
AA
1134
Auxano Advisors
Washington
$887K -$12.9K -58 -2%
CFP
1135
Catalyst Financial Partners
Massachusetts
$886K +$4.23K +19 +0.5%
CLOS
1136
Compagnie Lombard Odier SCmA
Switzerland
$885K +$445K +2,000 +121%
RC
1137
Rexford Capital
Texas
$878K -$99.5K -447 -11%
FFA
1138
First Foundation Advisors
California
$877K +$52.8K +237 +7%
CIAS
1139
Capital Investment Advisory Services
North Carolina
$874K -$14.5K -65 -2%
AFP
1140
Ausdal Financial Partners
Iowa
$871K -$698K -3,134 -47%
HVIA
1141
Hudson Valley Investment Advisors
New York
$869K +$18.7K +84 +2%
LI
1142
LRI Investments
Florida
$859K -$76.6K -344 -9%
FAMI
1143
Fideuram Asset Management (Ireland)
$859K +$969K +4,354 New
DWT
1144
Dorsey & Whitney Trust
South Dakota
$859K +$75.9K +341 +11%
CCMG
1145
Clark Capital Management Group
Pennsylvania
$859K +$236K +1,060 +43%
JTWM
1146
Jackson Thornton Wealth Management
Alabama
$858K +$198K +891 +37%
AWA
1147
ARQ Wealth Advisors
Arizona
$855K -$57K -256 -7%
EW
1148
Evoke Wealth
California
$852K +$114K +512 +17%
JC
1149
JBF Capital
Colorado
$848K – – –
SAM
1150
Stembrook Asset Management
New Jersey
$848K +$779K +3,500 New
44 45
46
47 48