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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
826
Old Port Advisors
Maine
$380K -$39.5K -262 -10%
CTC
827
Central Trust Company
Missouri
$379K – – –
MA
828
MCF Advisors
Kentucky
$379K +$453 +3 +0.1%
CA
829
Clearstead Advisors
Ohio
$379K +$6.34K +42 +2%
PTC
830
Private Trust Company
Ohio
$374K -$453 -3 -0.1%
WP
831
WMS Partners
Maryland
$372K -$42.2K -280 -10%
AIP
832
Almanack Investment Partners
Pennsylvania
$372K +$120K +796 +50%
EWM
833
EPG Wealth Management
Georgia
$371K +$53.1K +352 +17%
BCI
834
Brinker Capital Investments
Pennsylvania
$366K +$78.3K +519 +28%
EGA
835
E&G Advisors
Texas
$363K -$354K -2,348 Closed
SIA
836
SkyView Investment Advisors
New Jersey
$362K – – –
SIG
837
Sargent Investment Group
Maryland
$360K -$15.1K -100 -4%
SAM
838
Silvercrest Asset Management
New York
$360K +$33.6K +223 +11%
CSPIA
839
Cary Street Partners Investment Advisory
Virginia
$360K +$351K +2,325 New
TSS
840
Two Sigma Securities
New York
$359K +$53.1K +352 +18%
IC
841
Intersect Capital
California
$356K +$33K +219 +11%
WG
842
Welch Group
Alabama
$355K – – –
MFW
843
Meristem Family Wealth
Minnesota
$354K -$4.98K -33 -1%
CIA
844
Capital Investment Advisors
Georgia
$352K +$343K +2,273 New
KFP
845
KB Financial Partners
New Jersey
$351K -$30K -199 -8%
BHBT
846
Burke & Herbert Bank & Trust
Virginia
$349K – – –
ODCM
847
Old Dominion Capital Management
Virginia
$347K – – –
RBFC
848
Roman Butler Fullerton & Co
Missouri
$343K +$302 +2 +0.1%
PFS
849
Prospera Financial Services
Texas
$341K +$19K +126 +6%
BHC
850
Bowen Hanes & Co
Florida
$336K – – –
32 33
34
35 36