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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FAL
1176
Focused Alpha LLC
Colorado
$656K +$15.3K +80 +3%
TCA
1177
Trifecta Capital Advisors
Illinois
$656K +$8.61K +45 +1%
PP
1178
Patron Partners
Texas
$652K -$18.9K -99 -3%
WA
1179
Wealth Alliance
New York
$651K -$20.3K -106 -3%
VNA
1180
Valley National Advisers
Pennsylvania
$649K -$6.89K -36 -1%
SFFS
1181
Stonehage Fleming Financial Services
Jersey
$644K +$614K +3,210 New
TI
1182
tru Independence
Oregon
$642K +$2.3K +12 +0.4%
WB
1183
WesBanco Bank
West Virginia
$639K -$2.68K -14 -0.4%
MAA
1184
Matrix Asset Advisors
New York
$638K – – –
GCM
1185
Generation Capital Management
New York
$636K – – –
AAS
1186
Ameritas Advisory Services
Nebraska
$634K -$1.15M -6,026 -66%
TWM
1187
TRB Wealth Management
Texas
$634K -$14.3K -75 -2%
RFP
1188
Root Financial Partners
California
$631K +$201K +1,050 +50%
SC
1189
Scotia Capital
Ontario, Canada
$630K -$19.9K -104 -3%
WC
1190
Waterloo Capital
Texas
$630K +$147K +769 +32%
EI
1191
Ellevest Inc
New York
$629K -$91.1K -476 -13%
MWM
1192
Modern Wealth Management
Kansas
$628K -$17.2K -90 -3%
GI
1193
GAMCO Investors
Connecticut
$628K +$121K +634 +25%
SOS
1194
Silver Oak Securities
Tennessee
$628K -$15.9K -83 -3%
CAM
1195
Councilmark Asset Management
Tennessee
$628K – – –
TC
1196
TownSquare Capital
Utah
$625K +$163K +850 +38%
LCWP
1197
Legacy Capital Wealth Partners
Arkansas
$623K +$1.34K +7 +0.2%
PK
1198
Pflug Koory
Nebraska
$623K – – –
RDWM
1199
Red Door Wealth Management
Tennessee
$622K -$383 -2 -0.1%
SG
1200
StoneX Group
New York
$621K +$28.7K +150 +5%
46 47
48
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