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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
2001
Garda Capital Partners
Minnesota
– -$303K -1,626 Closed
PDL
2002
Portfolio Design Labs
California
– -$251K -1,398 Closed
LA
2003
LBP AM
France
– -$244K -1,363 Closed
DA
2004
Denali Advisors
California
– -$215K -1,200 Closed
AM
2005
AGF Management
Ontario, Canada
– -$212K -1,183 Closed
T
2006
TOBAM
France
– -$136K -758 Closed
CCA
2007
Catalyst Capital Advisors
New York
– -$94.5K -527 Closed
CM
2008
Capula Management
Cayman Islands
– -$74.1K -397 Closed
WF
2009
Wayfinding Financial
Washington
– -$67K -375 Closed
HCP
2010
Hexagon Capital Partners
Arkansas
– -$35K -195 Closed
TCM
2011
TruNorth Capital Management
Michigan
– -$28.7K -160 Closed
SCB
2012
Saudi Central Bank
Saudi Arabia
– -$26.9K -150 Closed
CWC
2013
Carolinas Wealth Consulting
North Carolina
– -$24.9K -139 Closed
SFGP
2014
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$16.9K -94 Closed
BL
2015
BFSG LLC
California
– -$15.2K -85 Closed
VWM
2016
Valley Wealth Managers
New Jersey
– -$15.2K -85 Closed
QL
2017
Quarry LP
New York
– -$11.3K -63 Closed
PA
2018
PSI Advisors
Florida
– -$8.96K -50 Closed
CAM
2019
Chesapeake Asset Management
New York
– -$7.89K -44 Closed
AF
2020
Atala Financial
California
– -$7.17K -40 Closed
RCA
2021
Runnymede Capital Advisors
Ohio
– -$5.02K -28 Closed
CAWM
2022
Capital A Wealth Management
Pennsylvania
– -$4.66K -26 Closed
NIG
2023
NFJ Investment Group
Texas
– -$3.23K -18 Closed
GP
2024
Greenline Partners
New York
– -$1.61K -9 Closed
RWM
2025
Ruedi Wealth Management
Illinois
– -$1.61K -9 Closed
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