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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1251
Private Trust Company
Ohio
$665K -$53.6K -241 -8%
EWA
1252
Exencial Wealth Advisors
Oklahoma
$665K +$118K +532 +24%
FFC
1253
Frederick Financial Consultants
Maryland
$664K -$29.6K -133 -5%
CAAS
1254
Capital Asset Advisory Services
Michigan
$659K -$112K -505 -17%
Q
1255
QVR
California
$653K +$600K +2,695 New
MA
1256
Mutual Advisors
Nebraska
$652K +$68.1K +306 +13%
VA
1257
Valmark Advisers
Ohio
$651K -$9.13K -41 -2%
VCP
1258
Vista Capital Partners
Oregon
$650K +$386K +1,735 +183%
SGI
1259
Summit Global Investments
Utah
$647K +$594K +2,670 New
JWA
1260
JFS Wealth Advisors
Pennsylvania
$645K -$44.7K -201 -7%
BAAM
1261
Baker Avenue Asset Management
California
$644K +$23.6K +106 +4%
TWM
1262
TriaGen Wealth Management
California
$644K -$2.28M -10,249 -79%
GTAM
1263
Global Trust Asset Management
Florida
$641K -$111K -497 -16%
LI
1264
Lafayette Investments
Maryland
$640K – – –
AWM
1265
Angeles Wealth Management
California
$639K +$249K +1,119 +74%
SI
1266
Severin Investments
Missouri
$636K +$42.3K +190 +8%
AA
1267
Armis Advisers
Georgia
$636K -$112K -502 -13%
SC
1268
Schubert & Co
Texas
$635K -$42.3K -190 -7%
KIA
1269
KCM Investment Advisors
California
$635K +$10.7K +48 +2%
BWM
1270
Bulltick Wealth Management
Florida
$633K +$581K +2,610 New
BCA
1271
Bay Colony Advisors
Massachusetts
$632K -$30.3K -136 -5%
PA
1272
Promethium Advisors
Maryland
$631K -$77.9K -350 -12%
IAIM
1273
International Assets Investment Management
Florida
$631K +$131K +589 +29%
SIC
1274
Sage Investment Counsel
Tennessee
$630K -$49.4K -222 -8%
CPA
1275
Capital Performance Advisors
California
$628K +$275K +1,237 +91%
49 50
51
52 53