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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1226
Bridgewater Advisors
New York
$713K +$12.7K +57 +2%
ST
1227
Smithfield Trust
Pennsylvania
$711K -$668 -3 -0.1%
CPBTD
1228
Central Pacific Bank - Trust Division
Hawaii
$709K -$184K -825 -22%
CT
1229
Chicago Trust
Illinois
$708K -$14.7K -66 -2%
GFA
1230
Gallagher Fiduciary Advisors
Illinois
$705K +$42.7K +192 +7%
DIS
1231
Diversified Investment Strategies
Louisiana
$704K +$28.5K +128 +5%
HAIM
1232
Hunter Associates Investment Management
Pennsylvania
$704K – – –
STS
1233
SG Trading Solutions
Utah
$704K +$646K +2,904 New
MAM
1234
Madison Asset Management
Wisconsin
$702K – – –
CF
1235
Claris Financial
Virginia
$701K -$7.57K -34 -1%
UWS
1236
Unique Wealth Strategies
Illinois
$701K -$17.8K -80 -3%
WFI
1237
West Family Investments
California
$699K – – –
ALAM
1238
Asahi Life Asset Management
Japan
$698K +$22.3K +100 +4%
LFG
1239
Larson Financial Group
Missouri
$693K -$302K -1,355 -32%
FSA
1240
Financial Security Advisor
Virginia
$688K -$25.6K -115 -4%
TWA
1241
TCI Wealth Advisors
Arizona
$687K +$102K +457 +19%
APM
1242
a16z Perennial Management
California
$686K +$12.7K +57 +2%
SFA
1243
Souders Financial Advisors
Ohio
$683K +$15.4K +69 +3%
RFS
1244
Richardson Financial Services
Massachusetts
$682K +$14.5K +65 +2%
RZH
1245
Relyea Zuckerberg Hanson
Connecticut
$681K -$223 -1 -0%
OFS
1246
OneAscent Financial Services
Alabama
$680K +$290K +1,302 +87%
MWM
1247
MGB Wealth Management
Texas
$678K +$179K +803 +40%
OCM
1248
One Capital Management
California
$677K -$26.5K -119 -4%
WFA
1249
Wellspring Financial Advisors
Ohio
$669K +$614K +2,760 New
GD
1250
Grandfield & Dodd
New York
$666K +$1.78K +8 +0.3%
48 49
50
51 52