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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
776
Welch Group
Alabama
$226K – – –
PCMC
777
Paragon Capital Management (Colorado)
Colorado
$224K -$26.4K -247 -10%
MCCP
778
Mission Creek Capital Partners
California
$223K – – –
EI
779
Ellevest Inc
New York
$222K -$62.9K -588 -20%
NGA
780
Naples Global Advisors
Florida
$221K – – –
RBC
781
Romano Brothers & Co
Illinois
$221K – – –
MCM
782
Manchester Capital Management
Vermont
$220K – – –
FWM
783
FFT Wealth Management
Pennsylvania
$218K – – –
NP
784
NorthRock Partners
Minnesota
$217K +$239K +2,234 New
SIM
785
Sentry Investment Management
Wisconsin
$216K -$29.6K -277 -11%
CCFCSB
786
Cape Cod Five Cents Savings Bank
Massachusetts
$215K +$237K +2,214 New
TA
787
Tiedemann Advisors
New York
$214K +$236K +2,205 New
PCP
788
Proficio Capital Partners
Massachusetts
$214K +$13.9K +130 +6%
CLOS
789
Compagnie Lombard Odier SCmA
Switzerland
$214K – – –
WAM
790
WNY Asset Management
New York
$213K +$18.2K +170 +8%
SAI
791
Systematic Alpha Investments
New Jersey
$212K – – –
BHC
792
Bowen Hanes & Co
Florida
$211K – – –
KA
793
Kearns & Associates
California
$211K – – –
CI
794
CX Institutional
Indiana
$210K +$232K +2,167 New
GFS
795
GYL Financial Synergies
Connecticut
$210K +$14.2K +133 +7%
T
796
TOBAM
France
$209K +$35.1K +328 +18%
SL
797
Salomon & Ludwin
Virginia
$209K -$19.4K -181 -8%
SSWM
798
Strait & Sound Wealth Management
California
$208K +$229K +2,145 New
WPWM
799
Western Pacific Wealth Management
Illinois
$208K +$23.5K +220 +11%
PWPS
800
Pinnacle Wealth Planning Services
Ohio
$207K +$321 +3 +0.1%
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