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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1176
Generation Capital Management
New York
$578K – – –
TWIM
1177
TIAA Wealth Investment Management
New York
$577K +$662K +3,163 New
CWM
1178
Cornerstone Wealth Management
Missouri
$576K +$32.6K +156 +5%
DF
1179
Dunhill Financial
United Kingdom
$574K +$438K +2,095 +200%
CAM
1180
Councilmark Asset Management
Tennessee
$571K – – –
CCMG
1181
Clark Capital Management Group
Pennsylvania
$569K -$88.1K -421 -12%
CWG
1182
Cornerstone Wealth Group
North Carolina
$569K +$139K +666 +31%
PK
1183
Pflug Koory
Nebraska
$567K +$4.39K +21 +0.7%
RDWM
1184
Red Door Wealth Management
Tennessee
$565K +$279K +1,336 +76%
LCWP
1185
Legacy Capital Wealth Partners
Arkansas
$565K -$9.41K -45 -1%
CWM
1186
Chicago Wealth Management
Illinois
$562K – – –
WT
1187
Washington Trust
Rhode Island
$561K -$837 -4 -0.1%
JAM
1188
Jupiter Asset Management
United Kingdom
$560K -$58.4M -279,048 -99%
IAS
1189
Insigneo Advisory Services
Florida
$558K -$164K -786 -20%
AWM
1190
Affinity Wealth Management
Delaware
$557K – – –
FFC
1191
Frederick Financial Consultants
Maryland
$555K +$63.4K +303 +11%
SMC
1192
Smith, Moore & Co
Missouri
$550K -$21.1K -101 -3%
OCM
1193
One Capital Management
California
$548K +$43.7K +209 +7%
CSI
1194
Cross Staff Investments
New York
$547K – – –
HFM
1195
Hartford Financial Management
Connecticut
$547K – – –
OP
1196
Oslo Pensjonsforsikring
$547K +$627K +2,997 New
OWA
1197
One Wealth Advisors
California
$544K – – –
LGA
1198
Lebenthal Global Advisors
New York
$543K -$60.7K -290 -9%
CWS
1199
Cypress Wealth Services
California
$539K -$3.56K -17 -0.6%
GFA
1200
Gallagher Fiduciary Advisors
Illinois
$539K +$9.62K +46 +2%
46 47
48
49 50