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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
801
Edge Capital Group
Georgia
$170K +$37.1K +354 +25%
MCM
802
Manchester Capital Management
Vermont
$167K +$37.1K +354 +26%
AG
803
AIA Group
Hong Kong
$163K -$28.1K -268 -14%
CAL
804
Capital Advisors Ltd
Ohio
$159K +$419 +4 +0.2%
CFO
805
CVA Family Office
Colorado
$152K +$47.6K +455 +40%
WPWM
806
Western Pacific Wealth Management
Illinois
$145K +$77.5K +740 +97%
PGAM
807
Princeton Global Asset Management
New Jersey
$144K – – –
MHR
808
Matthew Hamilton Rosenberg
$141K – – –
CSPAM
809
Cary Street Partners Asset Management
Virginia
$141K +$153K +1,457 +20,814%
CG
810
Cutler Group
California
$138K +$150K +1,437 New
WT
811
Washington Trust
Rhode Island
$137K – – –
CFGS
812
Concourse Financial Group Securities
Alabama
$137K -$42K -401 -22%
BAM
813
Belpointe Asset Management
Nevada
$132K +$56.9K +544 +65%
ST
814
Smithfield Trust
Pennsylvania
$129K – – –
GWS
815
Glassman Wealth Services
Virginia
$126K +$2.41K +23 +2%
NF
816
Norwood Financial
Pennsylvania
$125K – – –
BAAM
817
Baker Avenue Asset Management
California
$124K +$6.07K +58 +5%
FFA
818
Farther Finance Advisors
California
$120K +$12.8K +122 +11%
SGA
819
Seaport Global Advisors
Massachusetts
$120K – – –
T
820
TOBAM
France
$116K – – –
IBOK
821
Independence Bank of Kentucky
Kentucky
$116K +$20.3K +194 +19%
EWM
822
Evermay Wealth Management
Virginia
$114K – – –
WPA
823
West Paces Advisors
Georgia
$110K -$14.6K -139 -11%
AA
824
Alta Advisers
United Kingdom
$106K – – –
ANBT
825
American National Bank & Trust
Texas
$105K – – –
31 32
33
34 35