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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1151
Patron Partners
Texas
$611K -$182K -870 -21%
AG
1152
AlTi Global
New York
$610K -$7.95K -38 -1%
GM
1153
GeoWealth Management
Illinois
$608K +$45K +215 +7%
SVWAG
1154
Sound View Wealth Advisors Group
Georgia
$604K +$151K +722 +28%
ISL
1155
Ingalls & Snyder LLC
New York
$602K – – –
RIA
1156
Richwood Investment Advisors
Ohio
$601K – – –
EA
1157
Everpar Advisors
Oklahoma
$600K – – –
WFC
1158
Western Financial Corp
California
$598K -$474K -2,268 -41%
VNA
1159
Valley National Advisers
Pennsylvania
$596K -$8.99K -43 -1%
MWM
1160
Modern Wealth Management
Kansas
$595K -$832K -3,979 -55%
ZF
1161
Zhang Financial
Michigan
$592K +$41.2K +197 +6%
SC
1162
Scotia Capital
Ontario, Canada
$592K -$1.32M -6,328 -66%
BS
1163
Banco Santander
Spain
$591K -$30.1M -143,706 -98%
TWM
1164
TRB Wealth Management
Texas
$590K +$676K +3,233 New
MAM
1165
McLean Asset Management
Virginia
$590K -$10.5K -50 -2%
JIC
1166
Joel Isaacson & Co
New York
$589K – – –
TCA
1167
Trifecta Capital Advisors
Illinois
$588K – – –
SOS
1168
Silver Oak Securities
Tennessee
$586K +$19.7K +94 +3%
WB
1169
WesBanco Bank
West Virginia
$584K -$36.4K -174 -5%
AU
1170
AlphaGrep UK
$583K +$462K +2,209 +224%
FAL
1171
Focused Alpha LLC
Colorado
$582K -$475K -2,272 -42%
TI
1172
tru Independence
Oregon
$581K -$6.28K -30 -0.9%
BA
1173
Bridgewater Advisors
New York
$580K +$22.8K +109 +4%
MAA
1174
Matrix Asset Advisors
New York
$580K – – –
V
1175
ViaWealth
Kansas
$579K +$232K +1,107 +54%
45 46
47
48 49