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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
701
Gladstone Institutional Advisory
Florida
$633K -$988K -6,397 -59%
ES
702
Eagle Strategies
New York
$632K +$672K +4,353 New
DGAM
703
Desjardins Global Asset Management
Quebec, Canada
$632K +$674K +4,360 New
MCCP
704
Mission Creek Capital Partners
California
$620K -$27.8K -180 -4%
FFG
705
Fortem Financial Group
California
$620K +$463 +3 +0.1%
WCM
706
Whitener Capital Management
North Carolina
$617K +$71.1K +460 +12%
A
707
Astrantus
Cyprus
$617K +$657K +4,250 New
ACI
708
Alpha Cubed Investments
California
$600K – – –
NERM
709
New England Research & Management
Illinois
$598K +$637K +4,125 New
AWM
710
Altavista Wealth Management
North Carolina
$595K – – –
CL
711
CSS LLC
Illinois
$595K +$633K +4,100 New
SIA
712
SkyView Investment Advisors
New Jersey
$592K +$1.45M +9,384 +214%
IMOV
713
Investment Management of Virginia
Virginia
$585K – – –
KWM
714
Kingsview Wealth Management
Oregon
$583K +$162K +1,048 +35%
AIM
715
Allen Investment Management
New York
$580K +$618K +4,000 New
HW
716
Hancock Whitney
Mississippi
$577K +$18.1K +117 +3%
IAA
717
Independent Advisor Alliance
North Carolina
$575K -$303K -1,961 -33%
AUB
718
Atlantic Union Bankshares
Virginia
$569K – – –
GIA
719
Gateway Investment Advisers
Ohio
$568K -$52.2K -338 -8%
BMCM
720
Burns Matteson Capital Management
New York
$566K +$603K +3,902 New
ATPW
721
Ashton Thomas Private Wealth
Arizona
$560K +$15.8K +102 +3%
DJSG
722
D.J. St. Germain
Massachusetts
$559K -$7.72K -50 -1%
WMS
723
Wealth Management Solutions
Pennsylvania
$550K +$586K +3,790 New
BJL
724
Brighton Jones LLC
Washington
$545K +$17.6K +114 +3%
CG
725
Caprock Group
Idaho
$545K +$77.2K +500 +15%
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