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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1201
HBK Sorce Advisory
Pennsylvania
$615K +$28.3K +148 +6%
GM
1202
GeoWealth Management
Illinois
$614K -$52.2K -273 -8%
JTWM
1203
Jackson Thornton Wealth Management
Alabama
$605K +$206K +1,076 +55%
KP
1204
Keel Point
Alabama
$605K +$227K +1,186 +65%
DACS
1205
Dymon Asia Capital (Singapore)
Singapore
$605K -$311K -1,624 -35%
MBT
1206
Montecito Bank & Trust
California
$604K +$44K +230 +8%
IP
1207
Indivisible Partners
Florida
$604K +$210K +1,096 +57%
BAM
1208
Berkshire Asset Management
Pennsylvania
$602K +$108K +567 +23%
CSI
1209
Cross Staff Investments
New York
$602K – – –
HFM
1210
Hartford Financial Management
Connecticut
$602K – – –
JIC
1211
Johnson Investment Counsel
Ohio
$601K +$12.4K +65 +2%
VFG
1212
Victory Financial Group
Texas
$601K +$573K +2,994 New
CWS
1213
Cypress Wealth Services
California
$599K +$5.17K +27 +0.9%
RZH
1214
Relyea Zuckerberg Hanson
Connecticut
$598K +$39.6K +207 +7%
MAM
1215
McLean Asset Management
Virginia
$595K -$73.8K -386 -12%
CT
1216
Chicago Trust
Illinois
$594K +$23.3K +122 +4%
1IA
1217
1834 Investment Advisors
Wisconsin
$588K – – –
HAIM
1218
Hunter Associates Investment Management
Pennsylvania
$587K – – –
DIS
1219
Diversified Investment Strategies
Louisiana
$583K – – –
CCMG
1220
Clark Capital Management Group
Pennsylvania
$581K -$42.7K -223 -7%
GFA
1221
Gallagher Fiduciary Advisors
Illinois
$576K -$15.7K -82 -3%
IFWM
1222
Institute for Wealth Management
Colorado
$576K -$956 -5 -0.2%
TCBWMS
1223
Texas Capital Bank Wealth Management Services
Texas
$574K +$77.1K +403 +16%
CI
1224
Conning Inc
Connecticut
$570K -$10.3K -54 -2%
CWG
1225
Cornerstone Wealth Group
North Carolina
$570K +$5.93K +31 +1%
47 48
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50 51