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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
776
Campbell & Co Investment Adviser
Maryland
$219K +$253K +2,375 New
EH
777
Equitable Holdings
New York
$218K +$252K +2,362 New
EGA
778
E&G Advisors
Texas
$216K – – –
SYBT
779
Stock Yards Bank & Trust
Kentucky
$215K – – –
DCM
780
DGS Capital Management
New Jersey
$214K -$52.8K -496 -18%
WG
781
Welch Group
Alabama
$214K – – –
EWM
782
Endurance Wealth Management
Rhode Island
$213K – – –
RBC
783
Romano Brothers & Co
Illinois
$213K +$247K +2,315 New
SSG
784
Summit Securities Group
New York
$212K -$87.5K -822 -26%
FH
785
FWG Holdings
Florida
$212K – – –
TA
786
TruWealth Advisors
Louisiana
$212K +$245K +2,304 New
CIA
787
Capital Investment Advisors
Georgia
$211K +$2.98K +28 +1%
IA
788
IFP Advisors
Florida
$211K +$77K +723 +32%
FWM
789
FFT Wealth Management
Pennsylvania
$210K +$242K +2,275 New
MWM
790
Marion Wealth Management
Pennsylvania
$209K – – –
KFP
791
KB Financial Partners
New Jersey
$209K +$34.8K +327 +17%
BHBT
792
Burke & Herbert Bank & Trust
Virginia
$208K – – –
SIA
793
SkyView Investment Advisors
New Jersey
$208K +$33.6K +316 +16%
FFG
794
Fortem Financial Group
California
$207K +$426 +4 +0.2%
PCM
795
Pointe Capital Management
Michigan
$206K -$39.9K -375 -14%
MCC
796
Malaga Cove Capital
California
$206K +$239K +2,240 New
CIP
797
Convergence Investment Partners
Florida
$205K +$19.7K +185 +9%
CLOS
798
Compagnie Lombard Odier SCmA
Switzerland
$203K – – –
CWM
799
Circle Wealth Management
New Jersey
$202K -$4.26K -40 -2%
SAI
800
Systematic Alpha Investments
New Jersey
$201K -$170K -1,600 -42%
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