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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1226
Williams Jones Wealth Management
New York
$580K -$294K -1,345 -33%
VA
1227
Valmark Advisers
Ohio
$580K -$22.8K -104 -4%
SFI
1228
SPC Financial Inc
Maryland
$579K +$299K +1,367 +101%
BCM
1229
Birch Capital Management
Texas
$578K -$21.9K -100 -4%
GFA
1230
Gallagher Fiduciary Advisors
Illinois
$577K +$12K +55 +2%
SVWAG
1231
Sound View Wealth Advisors Group
Georgia
$575K -$55.6K -254 -9%
HSA
1232
HBK Sorce Advisory
Pennsylvania
$574K +$84.5K +386 +17%
GS
1233
GTS Securities
Florida
$574K +$135K +616 +30%
SMA
1234
Sage Mountain Advisors
Georgia
$570K +$363K +1,660 +163%
KA
1235
Kozak & Associates
Colorado
$569K +$26.1K +119 +4%
JCM
1236
J2 Capital Management
Michigan
$565K -$53.2K -243 -8%
LI
1237
Lafayette Investments
Maryland
$562K +$43.8K +200 +8%
FHA
1238
Flagship Harbor Advisors
Massachusetts
$557K +$24.3K +111 +4%
SMA
1239
Seven Mile Advisory
New Jersey
$557K +$185K +847 +48%
KIA
1240
Knollwood Investment Advisory
Maryland
$555K -$11.2K -51 -2%
ISWM
1241
Independent Solutions Wealth Management
New York
$554K +$84.1K +384 +17%
GSB
1242
Greenfield Savings Bank
Massachusetts
$553K +$4.6K +21 +0.8%
RA
1243
Riversedge Advisors
Delaware
$552K +$191K +874 +51%
SIG
1244
Stonegate Investment Group
Alabama
$548K -$17.1K -78 -3%
KIA
1245
KCM Investment Advisors
California
$547K +$25.2K +115 +5%
MMPW
1246
Mitchell McLeod Pugh & Williams
Alabama
$546K -$1.97K -9 -0.4%
BM
1247
Berman McAleer
Maryland
$543K +$559K +2,552 New
BAAM
1248
Baker Avenue Asset Management
California
$542K +$122K +559 +28%
BMO
1249
Beck Mack & Oliver
New York
$542K – – –
FT
1250
Fiduciary Trust
Massachusetts
$541K +$43.8K +200 +9%
48 49
50
51 52