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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
901
TruWealth Advisors
Louisiana
$263K – – –
SDWMA
902
Schneider Downs Wealth Management Advisors
Pennsylvania
$262K -$16.2K -105 -6%
CFGS
903
Concourse Financial Group Securities
Alabama
$262K -$11K -71 -4%
BA
904
Bridgewater Advisors
New York
$261K -$17.5K -113 -6%
FNBOO
905
First National Bank of Omaha
Nebraska
$261K – – –
ACA
906
Aptus Capital Advisors
Alabama
$259K +$6.49K +42 +2%
EWM
907
Endurance Wealth Management
Rhode Island
$259K +$27K +175 +11%
HPIA
908
Hamilton Point Investment Advisors
North Carolina
$258K +$66.1K +428 +32%
HIA
909
Harbor Investment Advisory
Maryland
$257K +$19.6K +127 +8%
MMHP
910
Murphy Middleton Hinkle & Parker
Georgia
$251K – – –
CPO
911
Cerity Partners OCIO
New York
$246K +$772 +5 +0.3%
FWM
912
Frontier Wealth Management
Missouri
$245K +$16.1K +104 +7%
AAS
913
Ameritas Advisory Services
Nebraska
$245K +$261K +1,691 New
HC
914
Henshaw Capital
Massachusetts
$244K – – –
CB
915
Cadence Bank
Mississippi
$241K – – –
RCA
916
Riverview Capital Advisers
Massachusetts
$240K +$316K +2,046 New
WT
917
Whittier Trust
California
$240K – – –
DA
918
Dillon & Associates
Michigan
$239K – – –
EWS
919
Evergreen Wealth Solutions
Pennsylvania
$238K +$253K +1,640 New
CWA
920
Carolina Wealth Advisors
South Carolina
$237K +$57.5K +372 +30%
ST
921
Sentinel Trust
Texas
$237K +$252K +1,633 New
MCM
922
MAI Capital Management
Ohio
$235K -$135K -877 -35%
CCM
923
Covington Capital Management
California
$234K +$7.72K +50 +3%
TCWM
924
Total Clarity Wealth Management
Illinois
$232K -$11.6K -75 -4%
MW
925
Marcum Wealth
Ohio
$232K +$30.3K +196 +14%
35 36
37
38 39