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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1176
Wealth Alliance
New York
$651K -$20.3K -106 -3%
VNA
1177
Valley National Advisers
Pennsylvania
$649K -$6.89K -36 -1%
SFFS
1178
Stonehage Fleming Financial Services
Jersey
$644K +$614K +3,210 New
TI
1179
tru Independence
Oregon
$642K +$2.3K +12 +0.4%
WB
1180
WesBanco Bank
West Virginia
$639K -$2.68K -14 -0.4%
MAA
1181
Matrix Asset Advisors
New York
$638K – – –
GCM
1182
Generation Capital Management
New York
$636K – – –
AAS
1183
Ameritas Advisory Services
Nebraska
$634K -$1.15M -6,026 -66%
TWM
1184
TRB Wealth Management
Texas
$634K -$14.3K -75 -2%
RFP
1185
Root Financial Partners
California
$631K +$201K +1,050 +50%
SC
1186
Scotia Capital
Ontario, Canada
$630K -$19.9K -104 -3%
WC
1187
Waterloo Capital
Texas
$630K +$147K +769 +32%
EI
1188
Ellevest Inc
New York
$629K -$91.1K -476 -13%
MWM
1189
Modern Wealth Management
Kansas
$628K -$17.2K -90 -3%
GI
1190
GAMCO Investors
Connecticut
$628K +$121K +634 +25%
SOS
1191
Silver Oak Securities
Tennessee
$628K -$15.9K -83 -3%
CAM
1192
Councilmark Asset Management
Tennessee
$628K – – –
TC
1193
TownSquare Capital
Utah
$625K +$163K +850 +38%
LCWP
1194
Legacy Capital Wealth Partners
Arkansas
$623K +$1.34K +7 +0.2%
PK
1195
Pflug Koory
Nebraska
$623K – – –
RDWM
1196
Red Door Wealth Management
Tennessee
$622K -$383 -2 -0.1%
SG
1197
StoneX Group
New York
$621K +$28.7K +150 +5%
1C
1198
111 Capital
France
$618K +$215K +1,126 +58%
AWM
1199
Affinity Wealth Management
Delaware
$616K +$4.21K +22 +0.7%
RCA
1200
Resonant Capital Advisors
Wisconsin
$616K -$55.7K -291 -9%
46 47
48
49 50