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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
801
Traynor Capital Management
Pennsylvania
$303K +$337K +2,310 New
OFS
802
OneAscent Financial Services
Alabama
$302K +$19.5K +134 +6%
ZB
803
Zions Bancorporation
Utah
$302K +$293K +2,011 +693%
B
804
Barings
North Carolina
$301K -$341K -2,337 -50%
WG
805
Welch Group
Alabama
$301K – – –
HAS
806
HBW Advisory Services
California
$300K -$26.5K -182 -7%
MWM
807
Marion Wealth Management
Pennsylvania
$298K – – –
WP
808
WMS Partners
Maryland
$298K – – –
KA
809
Kovack Advisors
Florida
$297K -$13.6K -93 -4%
CIA
810
Capital Investment Advisors
Georgia
$297K +$292 +2 +0.1%
BHBT
811
Burke & Herbert Bank & Trust
Virginia
$296K – – –
RE
812
RBC Europe
United Kingdom
$295K -$10.9K -75 -3%
BBHC
813
Brown Brothers Harriman & Co
New York
$295K +$47K +322 +17%
EWM
814
Endurance Wealth Management
Rhode Island
$295K +$67.1K +460 +26%
LA
815
LVW Advisors
New York
$294K -$151K -1,034 -32%
CWM
816
Circle Wealth Management
New Jersey
$293K -$1.83M -12,567 -85%
AWA
817
Arkadios Wealth Advisors
Georgia
$292K +$7.87K +54 +2%
CLOS
818
Compagnie Lombard Odier SCmA
Switzerland
$290K – – –
AFS
819
Axiom Financial Strategies
Indiana
$286K -$9.04K -62 -3%
MFP
820
Meridian Financial Partners
Virginia
$286K +$317K +2,177 New
FF
821
FourThought Financial
Florida
$285K -$3.35K -23 -1%
BHC
822
Bowen Hanes & Co
Florida
$285K – – –
ZCM
823
Ziegler Capital Management
Illinois
$284K -$5.83K -40 -2%
ISL
824
Ingalls & Snyder LLC
New York
$283K – – –
TC
825
Tatro Capital
Kentucky
$283K +$315K +2,158 New
31 32
33
34 35