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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
651
Moors & Cabot
Massachusetts
$327K +$20.9K +246 +8%
WT
652
Whittier Trust
California
$326K +$139K +1,639 +99%
AWA
653
Arkadios Wealth Advisors
Georgia
$324K +$190K +2,231 +213%
B
654
Barings
North Carolina
$323K -$267K -3,136 -49%
FF
655
FourThought Financial
Florida
$318K +$274K +3,225 New
OFS
656
OneAscent Financial Services
Alabama
$314K -$244K -2,866 -47%
BJL
657
Brighton Jones LLC
Washington
$311K +$5.1K +60 +2%
CT
658
Columbia Trust
Oregon
$308K +$265K +3,119 New
CA
659
CGN Advisors
Kansas
$307K +$264K +3,105 New
BWCS
660
Beirne Wealth Consulting Services
Connecticut
$301K – – –
MG
661
Meritage Group
California
$301K +$259K +3,050 New
FMLI
662
Fukoku Mutual Life Insurance
Japan
$297K -$34K -400 -12%
HFM
663
Hartford Financial Management
Connecticut
$297K – – –
BFM
664
Boothbay Fund Management
New York
$297K +$255K +3,000 New
TAM
665
Trust Asset Management
Texas
$295K +$254K +2,988 New
PA
666
Parallel Advisors
California
$293K +$14.5K +171 +6%
S
667
SimplyRich
California
$291K – – –
CCA
668
Checchi Capital Advisers
California
$290K -$6.63K -78 -3%
RTC
669
Riverview Trust Company
Washington
$290K -$2.55K -30 -1%
DHFB
670
Dixon Hubard Feinour & Brown
Virginia
$287K – – –
FMW
671
Farr Miller & Washington
District of Columbia
$287K – – –
GFS
672
GYL Financial Synergies
Connecticut
$287K – – –
PAS
673
Park Avenue Securities
New York
$283K +$243K +2,859 New
MVA
674
Mount Vernon Associates
Maryland
$282K – – –
KWM
675
Kingsview Wealth Management
Oregon
$282K +$242K +2,850 New
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