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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
751
Marion Wealth Management
Pennsylvania
$259K -$5.81K -58 -2%
SL
752
Salomon & Ludwin
Virginia
$255K -$601 -6 -0.3%
WG
753
Welch Group
Alabama
$255K – – –
RBFC
754
Roman Butler Fullerton & Co
Missouri
$254K +$300 +3 +0.1%
AHC
755
Adell Harriman & Carpenter
Texas
$253K -$83.3K -832 -27%
MCCP
756
Mission Creek Capital Partners
California
$251K -$56.1K -560 -20%
NGA
757
Naples Global Advisors
Florida
$249K +$228K +2,277 New
RBC
758
Romano Brothers & Co
Illinois
$249K -$4K -40 -2%
MCM
759
Manchester Capital Management
Vermont
$248K +$53K +529 +30%
GVAG
760
Great Valley Advisor Group
Delaware
$247K +$12.2K +122 +6%
CA
761
Carson Advisory
Georgia
$246K +$225K +2,248 New
FWM
762
FFT Wealth Management
Pennsylvania
$246K -$7.51K -75 -3%
VIA
763
Vident Investment Advisory
Georgia
$243K -$1.17M -11,712 -84%
ACA
764
Aptus Capital Advisors
Alabama
$242K +$4.11K +41 +2%
HWA
765
Heritage Wealth Advisors
Virginia
$242K +$6.31K +63 +3%
BHBT
766
Burke & Herbert Bank & Trust
Virginia
$242K -$4.51K -45 -2%
CLOS
767
Compagnie Lombard Odier SCmA
Switzerland
$241K – – –
BJL
768
Brighton Jones LLC
Washington
$240K -$63.8K -637 -23%
SAI
769
Systematic Alpha Investments
New Jersey
$239K – – –
BHC
770
Bowen Hanes & Co
Florida
$238K – – –
KA
771
Kearns & Associates
California
$237K – – –
SAM
772
Silvercrest Asset Management
New York
$234K +$214K +2,138 New
PWW
773
Pettyjohn Wood & White
Virginia
$234K +$214K +2,135 New
SG
774
StoneX Group
New York
$233K +$2.5K +25 +1%
PWPS
775
Pinnacle Wealth Planning Services
Ohio
$233K -$19.4K -194 -8%
29 30
31
32 33