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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
676
Mission Creek Capital Partners
California
$721K -$4.89K -30 -0.7%
TAM
677
Trust Asset Management
Texas
$721K +$47.5K +291 +7%
4WM
678
44 Wealth Management
Oregon
$717K +$82.9K +508 +13%
TMAM
679
Tokio Marine Asset Management
Japan
$716K +$75.1K +460 +12%
SFG
680
Summit Financial Group
West Virginia
$715K – – –
SIA
681
SkyView Investment Advisors
New Jersey
$711K +$253K +1,552 +55%
JCM
682
Jacobi Capital Management
Pennsylvania
$710K +$18.8K +115 +3%
CGL
683
Clarius Group LLC
Washington
$700K +$13.1K +80 +2%
SC
684
Savant Capital
Illinois
$699K -$1.96K -12 -0.3%
MWM
685
Meridian Wealth Management
Kentucky
$697K +$12.4K +76 +2%
FFG
686
Fortem Financial Group
California
$691K -$7.02K -43 -1%
PIFP
687
Partners in Financial Planning
Virginia
$691K +$5.71K +35 +0.8%
GIA
688
Gateway Investment Advisers
Ohio
$689K -$14.8K -91 -2%
TSWM
689
Triangle Securities Wealth Management
North Carolina
$683K -$60.4K -370 -8%
BCM
690
Bluefin Capital Management
New York
$680K +$685K +4,200 New
CA
691
Calton & Associates
Florida
$679K -$50.9K -312 -7%
OWM
692
OneAscent Wealth Management
Alabama
$679K +$684K +4,190 New
ACI
693
Alpha Cubed Investments
California
$669K -$41.4K -254 -6%
BBP
694
Banco BTG Pactual
Brazil
$666K -$12.1K -74 -2%
BC
695
Bridgefront Capital
Texas
$665K +$670K +4,106 New
AWM
696
Altavista Wealth Management
North Carolina
$664K -$147K -900 -18%
HAG
697
HighPoint Advisor Group
Illinois
$664K -$71.5K -438 -10%
CIA
698
Capital Impact Advisors
Massachusetts
$663K – – –
DMBA
699
Deseret Mutual Benefit Administrators
Utah
$661K -$380K -2,326 -36%
SI
700
Stephens Inc
Arkansas
$660K -$94.5K -579 -12%
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