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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
1201
Bingham Private Wealth
California
$517K -$50.9K -273 -10%
JWM
1202
Jackson Wealth Management
Florida
$517K +$454K +2,432 New
MSAM
1203
Moloney Securities Asset Management
Missouri
$517K +$453K +2,429 New
CSIC
1204
Clifford Swan Investment Counsel
California
$514K +$451K +2,416 New
WG
1205
Welch Group
Alabama
$513K +$15.1K +81 +3%
VFP
1206
Verus Financial Partners
Virginia
$512K +$46.8K +251 +12%
HC
1207
Hara Capital
Washington
$512K -$11.2K -60 -2%
WA
1208
Wealthstream Advisors
New York
$509K +$146K +784 +49%
GF
1209
Gries Financial
Ohio
$509K +$447K +2,393 New
TWA
1210
TCI Wealth Advisors
Arizona
$504K +$442K +2,370 New
SI
1211
Severin Investments
Missouri
$502K +$440K +2,360 New
UF
1212
Univest Financial
Pennsylvania
$501K +$196K +1,051 +81%
SPA
1213
Sherbrooke Park Advisers
New York
$500K +$438K +2,349 New
FT
1214
Fiduciary Trust
Massachusetts
$499K +$31.5K +169 +8%
WIC
1215
Woodmont Investment Counsel
Tennessee
$499K +$438K +2,345 New
NI
1216
NDVR Inc
Massachusetts
$496K +$221K +1,184 +103%
MIM
1217
Morningstar Investment Management
Illinois
$496K +$435K +2,333 New
OIS
1218
Okabena Investment Services
Minnesota
$495K +$434K +2,328 New
CAL
1219
Capital Advisors Ltd
Ohio
$494K +$199K +1,069 +85%
GIA
1220
GHP Investment Advisors
Colorado
$494K +$281K +1,508 +186%
WA
1221
Wealth Alliance
New York
$493K +$120K +643 +38%
GEM
1222
Global Endowment Management
North Carolina
$492K +$431K +2,312 New
FNFDCM
1223
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$488K +$428K +2,294 New
SWM
1224
Silverlake Wealth Management
Vermont
$488K +$428K +2,293 New
SWM
1225
Seed Wealth Management
Illinois
$486K +$427K +2,286 New
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