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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
Selective Wealth Management
Virginia
$18K +$18K +200 New
FA
852
Financial Advantage
Maryland
$17K – – –
FMP
853
Financial Management Professionals
Texas
$17K – – –
KFS
854
Kelly Financial Services
Massachusetts
$16.2K +$90 +1 +0.6%
ONST
855
Old North State Trust
North Carolina
$15K +$809 +9 +6%
MCM
856
Manchester Capital Management
Vermont
$14K – – –
SIM
857
Sonora Investment Management
Arizona
$14K – – –
BL
858
Balentine LLC
Georgia
$14K +$6.2K +69 +78%
APW
859
Acima Private Wealth
Virginia
$14K +$13.5K +150 +1,500%
ADL
860
Asset Dedication LLC
California
$12K – – –
GCM
861
Gables Capital Management
Florida
$12K – – –
CI
862
CX Institutional
Indiana
$12K +$809 +9 +7%
EWA
863
Evolution Wealth Advisors
Florida
$12K +$6.38K +71 +109%
PCIA
864
Prime Capital Investment Advisors
Kansas
$12K +$11.7K +130 New
GWMIA
865
Global Wealth Management Investment Advisory
Florida
$11K – – –
WCG
866
Weaver Consulting Group
California
$11K – – –
CAL
867
Capital Advisors Ltd
Ohio
$10K -$62K -690 -86%
LB
868
Legacy Bridge
Iowa
$10K – – –
VCM
869
Versant Capital Management
Arizona
$9K -$989 -11 -10%
CAL
870
Capital Analysts LLC
Pennsylvania
$9K – – –
PCFFS
871
Pacific Center for Financial Services
California
$9K – – –
SIS
872
Sound Income Strategies
Florida
$9K – – –
AA
873
AlphaMark Advisors
Kentucky
$9K +$8.99K +100 New
MSFP
874
Mark Sheptoff Financial Planning
Connecticut
$9K +$8.99K +100 New
M
875
MOTCO
Texas
$8K -$70.6K -785 -90%
33 34
35
36 37