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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1176
Valley National Advisers
Pennsylvania
$803K -$13.6K -61 -2%
AIM
1177
Acropolis Investment Management
Missouri
$803K +$122K +547 +20%
ISL
1178
Ingalls & Snyder LLC
New York
$800K -$1.56K -7 -0.2%
EA
1179
Everpar Advisors
Oklahoma
$797K -$80.1K -360 -10%
GI
1180
GAMCO Investors
Connecticut
$797K +$21.6K +97 +3%
LGA
1181
Lebenthal Global Advisors
New York
$792K +$11.8K +53 +2%
TTWM
1182
TCV Trust & Wealth Management
Virginia
$791K – – –
AO
1183
Advisor OS
Illinois
$790K +$8.68K +39 +1%
7WCP
1184
71 West Capital Partners
Massachusetts
$789K +$724K +3,254 New
WC
1185
Waterloo Capital
Texas
$786K +$52.8K +237 +8%
MT
1186
Midwest Trust
Kansas
$784K +$266K +1,193 +58%
JIC
1187
Joel Isaacson & Co
New York
$782K +$5.57K +25 +0.8%
TCA
1188
Trifecta Capital Advisors
Illinois
$781K -$9.79K -44 -1%
TI
1189
tru Independence
Oregon
$780K -$668 -3 -0.1%
TCM
1190
Traub Capital Management
Massachusetts
$778K – – –
PWA
1191
Pitcairn Wealth Advisors
Pennsylvania
$772K +$709K +3,187 New
LAM
1192
L2 Asset Management
Massachusetts
$771K +$47K +211 +7%
MAA
1193
Matrix Asset Advisors
New York
$770K – – –
MAM
1194
McLean Asset Management
Virginia
$770K -$5.34K -24 -0.7%
GCM
1195
Generation Capital Management
New York
$768K – – –
FPB
1196
First PREMIER Bank
South Dakota
$765K -$21.1K -95 -3%
LCWP
1197
Legacy Capital Wealth Partners
Arkansas
$762K -$54.5K -245 -7%
SOS
1198
Silver Oak Securities
Tennessee
$761K +$41.9K +188 +6%
CAM
1199
Councilmark Asset Management
Tennessee
$758K – – –
AIA
1200
Affinity Investment Advisors
California
$757K -$430K -1,931 -38%
46 47
48
49 50