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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1276
NBC Securities
Alabama
$448K +$29.5K +141 +6%
SIC
1277
Sage Investment Counsel
Tennessee
$445K -$33.5K -160 -6%
BAM
1278
Berkshire Asset Management
Pennsylvania
$444K – – –
CFO
1279
CVA Family Office
Colorado
$443K +$42.9K +205 +9%
WPWM
1280
Western Pacific Wealth Management
Illinois
$442K – – –
CSIC
1281
Clifford Swan Investment Counsel
California
$442K – – –
CWM
1282
Chemistry Wealth Management
New York
$442K +$1.05K +5 +0.2%
AMPWP
1283
Alvarez & Marsal Private Wealth Partners
Florida
$441K +$104K +498 +26%
SC
1284
Schubert & Co
Texas
$441K -$42.5K -203 -8%
VFP
1285
Verus Financial Partners
Virginia
$441K +$418 +2 +0.1%
AA
1286
Armis Advisers
Georgia
$440K -$225K -1,077 -31%
UF
1287
Univest Financial
Pennsylvania
$440K +$10.7K +51 +2%
WG
1288
Welch Group
Alabama
$440K -$2.93K -14 -0.6%
ZIG
1289
Zullo Investment Group
Pennsylvania
$439K +$5.02K +24 +1%
HC
1290
Hara Capital
Washington
$436K – – –
FCG
1291
Fielder Capital Group
Tennessee
$433K -$43.3K -207 -8%
WC
1292
Waterloo Capital
Texas
$433K -$183K -873 -27%
SP
1293
SmartHarvest Portfolios
Washington
$432K -$128K -611 -20%
SGI
1294
Summit Global Investments
Utah
$432K -$63.4K -303 -11%
EWM
1295
Evercore Wealth Management
New York
$431K -$837 -4 -0.2%
LI
1296
Lafayette Investments
Maryland
$427K -$62.8K -300 -11%
CAL
1297
Capital Advisors Ltd
Ohio
$427K +$2.72K +13 +0.6%
EFM
1298
E Fund Management
China
$425K +$487K +2,327 New
FIB
1299
First Interstate Bank
Montana
$424K -$22K -105 -4%
AF
1300
Aviso Financial
Ontario, Canada
$421K +$483K +2,310 New
50 51
52
53 54