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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
1C
1201
111 Capital
France
$618K +$215K +1,126 +58%
AWM
1202
Affinity Wealth Management
Delaware
$616K +$4.21K +22 +0.7%
RCA
1203
Resonant Capital Advisors
Wisconsin
$616K -$55.7K -291 -9%
HSA
1204
HBK Sorce Advisory
Pennsylvania
$615K +$28.3K +148 +6%
GM
1205
GeoWealth Management
Illinois
$614K -$52.2K -273 -8%
JTWM
1206
Jackson Thornton Wealth Management
Alabama
$605K +$206K +1,076 +55%
KP
1207
Keel Point
Alabama
$605K +$227K +1,186 +65%
DACS
1208
Dymon Asia Capital (Singapore)
Singapore
$605K -$311K -1,624 -35%
MBT
1209
Montecito Bank & Trust
California
$604K +$44K +230 +8%
IP
1210
Indivisible Partners
Florida
$604K +$210K +1,096 +57%
BAM
1211
Berkshire Asset Management
Pennsylvania
$602K +$108K +567 +23%
CSI
1212
Cross Staff Investments
New York
$602K – – –
HFM
1213
Hartford Financial Management
Connecticut
$602K – – –
JIC
1214
Johnson Investment Counsel
Ohio
$601K +$12.4K +65 +2%
VFG
1215
Victory Financial Group
Texas
$601K +$573K +2,994 New
CWS
1216
Cypress Wealth Services
California
$599K +$5.17K +27 +0.9%
RZH
1217
Relyea Zuckerberg Hanson
Connecticut
$598K +$39.6K +207 +7%
MAM
1218
McLean Asset Management
Virginia
$595K -$73.8K -386 -12%
CT
1219
Chicago Trust
Illinois
$594K +$23.3K +122 +4%
1IA
1220
1834 Investment Advisors
Wisconsin
$588K – – –
HAIM
1221
Hunter Associates Investment Management
Pennsylvania
$587K – – –
DIS
1222
Diversified Investment Strategies
Louisiana
$583K – – –
CCMG
1223
Clark Capital Management Group
Pennsylvania
$581K -$42.7K -223 -7%
GFA
1224
Gallagher Fiduciary Advisors
Illinois
$576K -$15.7K -82 -3%
IFWM
1225
Institute for Wealth Management
Colorado
$576K -$956 -5 -0.2%
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