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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
751
Kathmere Capital Management
Pennsylvania
$629K +$31.5K +182 +5%
MA
752
Montag & Associates
Georgia
$626K +$358K +2,066 +143%
CAG
753
Crestwood Advisors Group
Massachusetts
$626K +$105K +605 +21%
HVIA
754
Hudson Valley Investment Advisors
New York
$624K – – –
CAG
755
Csenge Advisory Group
Florida
$623K +$46.7K +270 +8%
EWA
756
EP Wealth Advisors
California
$621K +$150K +869 +33%
SWP
757
Sagespring Wealth Partners
Tennessee
$617K +$599K +3,458 New
GTAM
758
Global Trust Asset Management
Florida
$613K +$59.4K +343 +11%
WPWM
759
Western Pacific Wealth Management
Illinois
$610K +$132K +765 +29%
DJSG
760
D.J. St. Germain
Massachusetts
$609K – – –
VVP
761
Venture Visionary Partners
Ohio
$603K -$19.9K -115 -3%
AP
762
Americana Partners
Texas
$600K – – –
MC
763
Moors & Cabot
Massachusetts
$599K -$62.8K -363 -10%
HIA
764
Harbor Investment Advisory
Maryland
$599K -$34.6K -200 -6%
EA
765
Everpar Advisors
Oklahoma
$596K +$8.83K +51 +2%
PC
766
Permanens Capital
New York
$595K – – –
SDWIA
767
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$595K – – –
VCA
768
Verdence Capital Advisors
Maryland
$594K -$2.25K -13 -0.4%
FNT
769
First National Trust
Pennsylvania
$592K – – –
KA
770
Kintegral Advisory
New York
$591K -$26.7K -154 -4%
PWM
771
Perigon Wealth Management
California
$586K +$77K +445 +17%
QI
772
Qtron Investments
Massachusetts
$576K -$74.4K -430 -12%
DIS
773
Diversified Investment Strategies
Louisiana
$575K – – –
WS
774
Wedbush Securities
California
$574K -$138K -796 -20%
BCM
775
Brookstone Capital Management
Illinois
$573K -$197K -1,140 -26%
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31
32 33