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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
751
Aspiriant LLC
California
$314K +$9.9K +84 +4%
OPS
752
Orion Portfolio Solutions
Nebraska
$314K +$13.4K +114 +5%
KFP
753
KB Financial Partners
New Jersey
$314K +$291K +2,470 New
CPSAC
754
Chas P. Smith & Associates (CPS)
Florida
$313K +$290K +2,460 New
CTC
755
Central Trust Company
Missouri
$312K – – –
MA
756
MCF Advisors
Kentucky
$311K +$471 +4 +0.2%
MYIA
757
Mount Yale Investment Advisors
Colorado
$311K +$288K +2,447 New
SIG
758
Sargent Investment Group
Maryland
$309K +$286K +2,425 New
SFG
759
Summit Financial Group
West Virginia
$307K -$32.3K -274 -10%
PTC
760
Private Trust Company
Ohio
$307K -$1.53K -13 -0.5%
CA
761
Clearstead Advisors
Ohio
$306K -$2.83K -24 -1%
GCAC
762
Guardian Capital Advisors (Canada)
Ontario, Canada
$302K -$44.2K -375 -14%
MPPLM
763
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$300K -$495K -4,204 -41%
EGA
764
E&G Advisors
Texas
$299K -$11.8K -100 -4%
RBFC
765
Roman Butler Fullerton & Co
Missouri
$299K +$236 +2 +0.1%
SWMG
766
Strategic Wealth Management Group
Maryland
$296K +$18.9K +160 +7%
MCM
767
MAI Capital Management
Ohio
$296K +$275K +2,330 New
MFW
768
Meristem Family Wealth
Minnesota
$295K -$1.18K -10 -0.4%
MS
769
Maven Securities
Jersey
$293K -$1.52M -12,888 -85%
WG
770
Welch Group
Alabama
$292K +$270K +2,296 New
AP
771
Americana Partners
Texas
$288K +$267K +2,268 New
BHBT
772
Burke & Herbert Bank & Trust
Virginia
$287K – – –
ODCM
773
Old Dominion Capital Management
Virginia
$285K +$3.89K +33 +1%
BHC
774
Bowen Hanes & Co
Florida
$277K – – –
ECG
775
Edge Capital Group
Georgia
$276K – – –
29 30
31
32 33