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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
826
Gallacher Capital Management
Colorado
$267K -$155K -1,435 -41%
RBC
827
Romano Brothers & Co
Illinois
$266K -$27K -250 -11%
GA
828
Greenspring Advisors
Maryland
$265K +$218K +2,018 New
DA
829
Doliver Advisors
Texas
$264K -$38.5K -357 -15%
PWPS
830
Pinnacle Wealth Planning Services
Ohio
$263K -$14.5K -134 -6%
UAS
831
United Asset Strategies
New York
$262K +$216K +2,001 New
1W
832
1776 Wealth
Georgia
$262K +$216K +2,000 New
ERWM
833
Elk River Wealth Management
Colorado
$262K +$216K +2,000 New
BAM
834
Belpointe Asset Management
Nevada
$261K +$215K +1,993 New
GCAC
835
Guardian Capital Advisors (Canada)
Ontario, Canada
$261K +$210K +1,950 New
KLCM
836
KG&L Capital Management
Louisiana
$259K +$213K +1,972 New
SSWM
837
Strait & Sound Wealth Management
California
$258K -$10.2K -95 -4%
CIM
838
CIM Investment Management
Pennsylvania
$258K +$212K +1,970 New
SAM
839
Smartleaf Asset Management
Massachusetts
$256K +$213K +1,972 New
CWP
840
Capital Wealth Planning
Florida
$256K -$205K -1,900 -49%
FH
841
FWG Holdings
Florida
$254K +$205K +1,900 New
HCM
842
Hollencrest Capital Management
California
$254K – – –
SVWAG
843
Sound View Wealth Advisors Group
Georgia
$253K +$208K +1,927 New
BFIM
844
Beese Fulmer Investment Management
Ohio
$252K +$208K +1,925 New
FBB
845
Fulton Breakefield Broenniman
Maryland
$252K +$207K +1,919 New
SPC
846
Sigma Planning Corp
Michigan
$251K -$71.6K -664 -26%
CIA
847
Capital Investment Advisors
Georgia
$250K +$205K +1,905 New
DWT
848
Dorsey & Whitney Trust
South Dakota
$248K +$204K +1,894 New
WCFA
849
Walkner Condon Financial Advisors
Wisconsin
$247K +$204K +1,887 New
T
850
TOBAM
France
$246K -$29.6K -274 -13%
32 33
34
35 36