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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
751
Advocacy Wealth Management Services
Georgia
$14K -$5.95K -89 -32%
FA
752
Financial Advantage
Maryland
$14K – – –
MRCM
753
M&R Capital Management
New Jersey
$14K – – –
POIA
754
Pin Oak Investment Advisors
Texas
$14K – – –
SWM
755
Selective Wealth Management
Virginia
$14K – – –
BWL
756
Bogart Wealth LLC
Virginia
$13K – – –
EIM
757
Essex Investment Management
Massachusetts
$13K – – –
HWA
758
HHM Wealth Advisors
Tennessee
$13K +$8.36K +125 +250%
AIC
759
Archer Investment Corporation
Indiana
$12.1K – – –
TIM
760
Tortoise Investment Management
New York
$12K – – –
LFG
761
Larson Financial Group
Missouri
$12K +$535 +8 +5%
T
762
TOBAM
France
$12K +$10.8K +162 New
FHC
763
First Horizon Corporation
Tennessee
$12K +$11.2K +167 New
CFO
764
CVA Family Office
Colorado
$11K – – –
MCM
765
Manchester Capital Management
Vermont
$11K – – –
BBL
766
Beck Bode LLC
Massachusetts
$11K +$10K +150 New
GFPC
767
Global Financial Private Client
Florida
$10.9K – – –
VCM
768
Versant Capital Management
Arizona
$10K – – –
GCM
769
Gables Capital Management
Florida
$8K -$1.8K -27 -20%
CAL
770
Capital Analysts LLC
Pennsylvania
$8K – – –
DI
771
Disciplined Investments
Oklahoma
$8K – – –
IWP
772
IAG Wealth Partners
Wisconsin
$8K – – –
LB
773
Legacy Bridge
Iowa
$8K – – –
SIM
774
Sonora Investment Management
Arizona
$8K +$1.94K +29 +33%
CYG
775
Clean Yield Group
Vermont
$8K +$7.09K +106 New
29 30
31
32 33