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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
801
Marcum Wealth
Ohio
$290K +$238K +2,210 New
GFS
802
GYL Financial Synergies
Connecticut
$286K +$1.62K +15 +0.7%
SAI
803
Systematic Alpha Investments
New Jersey
$286K – – –
TI
804
Truepoint Inc
Ohio
$285K +$235K +2,177 New
BHC
805
Bowen Hanes & Co
Florida
$285K – – –
KA
806
Kearns & Associates
California
$285K – – –
CA
807
Clearstead Advisors
Ohio
$284K +$10K +93 +4%
WT
808
Whittier Trust
California
$283K +$90.7K +841 +64%
IWM
809
IHT Wealth Management
Illinois
$282K +$232K +2,154 New
CFO
810
Callan Family Office
Pennsylvania
$282K +$2.27K +21 +1%
PWMG
811
Provence Wealth Management Group
California
$281K -$25.2K -234 -10%
GJWM
812
Gilliland Jeter Wealth Management
Arkansas
$280K +$230K +2,136 New
MA
813
MCF Advisors
Kentucky
$280K +$539 +5 +0.2%
CL
814
Choreo LLC
Illinois
$278K +$229K +2,122 New
BAAM
815
Baker Avenue Asset Management
California
$278K +$49.9K +463 +28%
OAM
816
Ostrum Asset Management
France
$277K -$338K -3,134 -60%
FT
817
Fiduciary Trust
Massachusetts
$277K +$228K +2,116 New
MM
818
MQS Management
New York
$276K +$227K +2,106 New
KA
819
Kovack Advisors
Florida
$276K – – –
FIA
820
Foundations Investment Advisors
Arizona
$276K +$221K +2,048 New
EWS
821
Evergreen Wealth Solutions
Pennsylvania
$275K +$226K +2,096 New
IAS
822
Insigneo Advisory Services
Florida
$273K +$224K +2,081 New
PE
823
Point72 Europe
United Kingdom
$273K +$224K +2,080 New
SGK
824
Steigerwald Gordon & Koch
Virginia
$270K +$222K +2,060 New
SYBT
825
Stock Yards Bank & Trust
Kentucky
$268K -$38.1K -353 -15%
31 32
33
34 35