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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
801
Riverview Trust Company
Washington
$381K +$854 +6 +0.2%
MOS
802
MGO One Seven
Ohio
$379K -$67.6K -475 -16%
SAM
803
Silvercrest Asset Management
New York
$378K -$14.2K -100 -4%
MGIA
804
Moneta Group Investment Advisors
Missouri
$377K -$16.5K -116 -4%
OFG
805
Oxford Financial Group
Indiana
$375K -$17.4K -122 -5%
PCM
806
Parsons Capital Management
Rhode Island
$375K -$27.8K -195 -7%
CGL
807
Clarius Group LLC
Washington
$374K -$17.5K -123 -5%
MWM
808
Modera Wealth Management
New Jersey
$368K +$5.84K +41 +2%
MAA
809
Matrix Asset Advisors
New York
$361K – – –
KIM
810
Kestra Investment Management
Texas
$361K +$343K +2,410 New
TPI
811
Trust Point Inc
Wisconsin
$361K +$2.56K +18 +0.8%
ACA
812
Atlas Capital Advisors
Wyoming
$357K +$61.8K +434 +22%
CF
813
Convergence Financial
Missouri
$354K -$269K -1,889 -44%
HCM
814
Howard Capital Management
Georgia
$353K +$335K +2,355 New
MW
815
Marcum Wealth
Ohio
$349K +$5.27K +37 +2%
WG
816
Welch Group
Alabama
$348K – – –
SFO
817
Stokes Family Office
Louisiana
$347K – – –
CPIG
818
Chicago Partners Investment Group
Illinois
$347K +$74.2K +521 +30%
V
819
ViaWealth
Kansas
$344K +$570 +4 +0.2%
KA
820
Kovack Advisors
Florida
$343K – – –
JWCA
821
J.W. Cole Advisors
Florida
$342K +$6.41K +45 +2%
LFG
822
Larson Financial Group
Missouri
$341K +$171K +1,202 +112%
DWT
823
Dorsey & Whitney Trust
South Dakota
$338K +$47.1K +331 +17%
BMCM
824
Bryn Mawr Capital Management
Pennsylvania
$337K -$12K -84 -4%
SCM
825
Shelton Capital Management
Colorado
$337K – – –
31 32
33
34 35