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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
1226
Peachtree Investment Partners
Florida
$568K +$7.65K +40 +1%
FPB
1227
First PREMIER Bank
South Dakota
$560K -$24.1K -126 -4%
ST
1228
Smithfield Trust
Pennsylvania
$560K – – –
VCP
1229
Vista Capital Partners
Oregon
$560K +$16.8K +88 +3%
IAS
1230
Insigneo Advisory Services
Florida
$559K -$52K -272 -9%
SVWAG
1231
Sound View Wealth Advisors Group
Georgia
$558K -$101K -528 -16%
FFC
1232
Frederick Financial Consultants
Maryland
$554K -$53.4K -279 -9%
UF
1233
Univest Financial
Pennsylvania
$554K +$66.4K +347 +14%
LS
1234
Leelyn Smith
Illinois
$551K – – –
MMPW
1235
Mitchell McLeod Pugh & Williams
Alabama
$549K +$50.1K +262 +11%
OCM
1236
One Capital Management
California
$548K – – –
GD
1237
Grandfield & Dodd
New York
$548K -$1.72K -9 -0.3%
IAIM
1238
International Assets Investment Management
Florida
$547K -$24.1K -126 -5%
AA
1239
Armis Advisers
Georgia
$544K +$39.8K +208 +9%
FSA
1240
Financial Security Advisor
Virginia
$544K -$26.8K -140 -5%
AWM
1241
Aviso Wealth Management
Washington
$542K -$20.1K -105 -4%
TPI
1242
Trust Point Inc
Wisconsin
$541K -$191 -1 -0%
SWIG
1243
Strategic Wealth Investment Group
Kentucky
$539K +$82.6K +432 +19%
CAG
1244
Csenge Advisory Group
Florida
$532K -$266K -1,390 -34%
CPBTD
1245
Central Pacific Bank - Trust Division
Hawaii
$532K +$24.9K +130 +5%
SC
1246
Saiph Capital
New Jersey
$529K +$256K +1,339 +103%
PTC
1247
Private Trust Company
Ohio
$529K -$23.3K -122 -4%
SC
1248
Searle & Co
Connecticut
$525K +$230K +1,200 +85%
MWM
1249
Meridian Wealth Management
Kentucky
$524K +$102K +534 +26%
KIA
1250
KCM Investment Advisors
California
$523K -$4.97K -26 -1%
48 49
50
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