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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
LD
1576
Lipe & Dalton
New York
$287K – – –
LA
1577
Latitude Advisors
Florida
$287K +$273K +1,429 New
KFI
1578
Kachkovsky & Fisher Inc
California
$286K +$273K +1,425 New
MAM
1579
Madison Asset Management
Wisconsin
$285K -$288K -1,507 -51%
SIM
1580
Studio Investment Management
Illinois
$283K -$1.91K -10 -0.7%
AAS
1581
Asset Allocation Strategies
Michigan
$283K +$3.06K +16 +1%
LWA
1582
Legacy Wealth Advisors
Florida
$283K +$270K +1,411 New
DA
1583
Doliver Advisors
Texas
$282K -$4.97K -26 -2%
MHC
1584
Meyer Handelman Company
New York
$282K – – –
IAMOG
1585
Investors Asset Management of Georgia
Georgia
$281K – – –
GBT
1586
Grove Bank & Trust
Florida
$281K – – –
WSFG
1587
Wall Street Financial Group
Illinois
$281K +$26.4K +138 +11%
BIA
1588
Bigelow Investment Advisors
Maine
$281K +$49.7K +260 +23%
EBA
1589
Eagle Bay Advisors
New York
$281K -$20.5K -107 -7%
CCM
1590
Colorado Capital Management
Colorado
$281K – – –
LPT
1591
Legacy Private Trust
Wisconsin
$280K -$13.4K -70 -5%
TAM
1592
Titleist Asset Management
Texas
$278K -$11.5K -60 -4%
CAI
1593
Capital Advisors Inc
Oklahoma
$278K – – –
JSAM
1594
J. Safra Asset Management
New York
$276K -$3.83K -20 -1%
AIM
1595
Alhambra Investment Management
Florida
$275K – – –
BMCM
1596
Bryn Mawr Capital Management
Pennsylvania
$273K +$22.6K +118 +10%
AWAG
1597
ARS Wealth Advisors Group
Florida
$272K +$38.1K +199 +17%
GWANC
1598
Guardian Wealth Advisors (North Carolina)
North Carolina
$272K +$14.2K +74 +6%
TC
1599
TwinBeech Capital
New York
$271K -$1.24M -6,462 -83%
DAM
1600
Doheny Asset Management
California
$271K – – –
62 63
64
65 66