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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
826
HUB Investment Partners
Texas
$336K +$1.42K +10 +0.4%
PCA
827
Pallas Capital Advisors
Massachusetts
$336K +$312K +2,194 New
MM
828
MQS Management
New York
$336K -$165K -1,162 -34%
PWMAG
829
Pinnacle Wealth Management Advisory Group
New Jersey
$335K -$1.14K -8 -0.4%
FT
830
Fiduciary Trust
Massachusetts
$334K +$4.98K +35 +2%
CM
831
Capula Management
Cayman Islands
$334K +$317K +2,229 New
LFA
832
Legacy Financial Advisors
Kentucky
$333K +$36.9K +259 +13%
GFS
833
GYL Financial Synergies
Connecticut
$333K +$1.71K +12 +0.5%
GIA
834
Gateway Investment Advisers
Ohio
$332K -$1.85K -13 -0.6%
JJBC
835
James J. Burns & Company
New York
$331K – – –
HTC
836
Haverford Trust Company
Pennsylvania
$329K -$7.69K -54 -2%
PJWM
837
Philip James Wealth Mangement
Georgia
$329K +$313K +2,195 New
TWC
838
TD Waterhouse Canada
Ontario, Canada
$327K -$1.42K -10 -0.4%
SAI
839
Systematic Alpha Investments
New Jersey
$327K – – –
BHC
840
Bowen Hanes & Co
Florida
$326K – – –
KA
841
Kearns & Associates
California
$325K – – –
SPC
842
Sigma Planning Corp
Michigan
$325K +$51.5K +362 +20%
GJWM
843
Gilliland Jeter Wealth Management
Arkansas
$324K +$1.28K +9 +0.4%
MPM
844
MBB Public Markets
Illinois
$323K -$3.64M -25,555 -92%
SYBT
845
Stock Yards Bank & Trust
Kentucky
$319K +$11.8K +83 +4%
LCWP
846
Legacy Capital Wealth Partners
Arkansas
$318K +$17.8K +125 +6%
BWM
847
Brophy Wealth Management
New Hampshire
$318K +$302K +2,121 New
FH
848
FWG Holdings
Florida
$314K – – –
CW
849
CreativeOne Wealth
Kansas
$313K +$42.4K +298 +17%
AIM
850
Alhambra Investment Management
Florida
$310K -$8.26K -58 -3%
32 33
34
35 36