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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
601
GAMMA Investing
California
$879K +$179K +1,259 +27%
JWM
602
Jeppson Wealth Management
California
$877K -$6.41K -45 -0.8%
EWM
603
EPG Wealth Management
Georgia
$873K +$830K +5,832 New
AFG
604
Atomi Financial Group
New York
$864K -$2.83M -19,907 -78%
ET
605
Equitable Trust
Tennessee
$864K +$137K +961 +20%
GL
606
Graypoint LLC
New York
$852K +$30K +211 +4%
CPBTD
607
Central Pacific Bank - Trust Division
Hawaii
$846K – – –
CFG
608
Cooper Financial Group
California
$841K +$456K +3,199 +132%
WBWA
609
William B. Walkup & Associates
South Carolina
$838K -$1.28K -9 -0.2%
CHAM
610
Clear Harbor Asset Management
Connecticut
$835K +$268K +1,885 +51%
SCM
611
Sebold Capital Management
Illinois
$832K -$89.3K -627 -10%
AAM
612
Advisors Asset Management
Colorado
$832K +$79.3K +557 +11%
ATPW
613
Ashton Thomas Private Wealth
Arizona
$828K -$10.7K -75 -1%
WPC
614
Wedmont Private Capital
Pennsylvania
$828K +$11.7K +82 +2%
PIM
615
Plato Investment Management
Australia
$826K – – –
HAI
616
Hennessy Advisors Inc
California
$824K -$71.2K -500 -8%
RA
617
RFG Advisory
Alabama
$821K +$19.7K +138 +3%
NRD
618
Nebula Research & Development
New York
$819K +$779K +5,472 New
MFP
619
Meridian Financial Partners
Virginia
$817K -$3.56K -25 -0.5%
ACA
620
Aptus Capital Advisors
Alabama
$812K +$93.7K +658 +14%
MLA
621
My Legacy Advisors
Oregon
$807K +$15.7K +110 +2%
NFA
622
Northern Financial Advisors
Michigan
$804K -$997 -7 -0.1%
CPWA
623
Cerro Pacific Wealth Advisors
California
$803K – – –
AWM
624
Axxcess Wealth Management
California
$802K +$44.1K +310 +6%
LBC
625
Lowe Brockenbrough & Co
Virginia
$799K -$208K -1,459 -21%
23 24
25
26 27