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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1226
Texas Capital Bank Wealth Management Services
Texas
$574K +$77.1K +403 +16%
CI
1227
Conning Inc
Connecticut
$570K -$10.3K -54 -2%
CWG
1228
Cornerstone Wealth Group
North Carolina
$570K +$5.93K +31 +1%
PIP
1229
Peachtree Investment Partners
Florida
$568K +$7.65K +40 +1%
FPB
1230
First PREMIER Bank
South Dakota
$560K -$24.1K -126 -4%
ST
1231
Smithfield Trust
Pennsylvania
$560K – – –
VCP
1232
Vista Capital Partners
Oregon
$560K +$16.8K +88 +3%
IAS
1233
Insigneo Advisory Services
Florida
$559K -$52K -272 -9%
SVWAG
1234
Sound View Wealth Advisors Group
Georgia
$558K -$101K -528 -16%
FFC
1235
Frederick Financial Consultants
Maryland
$554K -$53.4K -279 -9%
UF
1236
Univest Financial
Pennsylvania
$554K +$66.4K +347 +14%
LS
1237
Leelyn Smith
Illinois
$551K – – –
MMPW
1238
Mitchell McLeod Pugh & Williams
Alabama
$549K +$50.1K +262 +11%
OCM
1239
One Capital Management
California
$548K – – –
GD
1240
Grandfield & Dodd
New York
$548K -$1.72K -9 -0.3%
IAIM
1241
International Assets Investment Management
Florida
$547K -$24.1K -126 -5%
AA
1242
Armis Advisers
Georgia
$544K +$39.8K +208 +9%
FSA
1243
Financial Security Advisor
Virginia
$544K -$26.8K -140 -5%
AWM
1244
Aviso Wealth Management
Washington
$542K -$20.1K -105 -4%
TPI
1245
Trust Point Inc
Wisconsin
$541K -$191 -1 -0%
SWIG
1246
Strategic Wealth Investment Group
Kentucky
$539K +$82.6K +432 +19%
CAG
1247
Csenge Advisory Group
Florida
$532K -$266K -1,390 -34%
CPBTD
1248
Central Pacific Bank - Trust Division
Hawaii
$532K +$24.9K +130 +5%
SC
1249
Saiph Capital
New Jersey
$529K +$256K +1,339 +103%
PTC
1250
Private Trust Company
Ohio
$529K -$23.3K -122 -4%
48 49
50
51 52