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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
901
WoodTrust Financial
Wisconsin
$243K +$3.93K +29 +2%
MCC
902
Money Concepts Capital
Florida
$242K -$16.3K -120 -7%
SEM
903
Strategic Equity Management
Arizona
$242K – – –
CAL
904
Capital Advisors Ltd
Ohio
$240K +$948 +7 +0.4%
PI
905
PFG Investments
New York
$239K +$217K +1,606 New
MFIM
906
Mesirow Financial Investment Management
Illinois
$239K -$12.6K -93 -5%
RA
907
Ruggaard & Associates
Ohio
$238K -$1.63K -12 -0.7%
AFA
908
AA Financial Advisors
Ohio
$238K +$216K +1,597 New
BEI
909
Benjamin Edwards Inc
Missouri
$237K +$95.3K +704 +79%
CCG
910
Cypress Capital Group
Florida
$235K +$3.38K +25 +2%
MCCP
911
Mission Creek Capital Partners
California
$235K -$88K -650 -29%
PPWM
912
Paragon Private Wealth Management
Kentucky
$234K +$213K +1,572 New
MMHP
913
Murphy Middleton Hinkle & Parker
Georgia
$234K – – –
EWA
914
Exencial Wealth Advisors
Oklahoma
$234K +$212K +1,569 New
SMA
915
Seven Mile Advisory
New Jersey
$232K +$2.3K +17 +1%
AWA
916
Arkadios Wealth Advisors
Georgia
$232K -$43.1K -318 -17%
FTIS
917
First Trust Investment Solutions
Florida
$230K +$209K +1,544 New
WA
918
Wealth Alliance
New York
$230K +$209K +1,543 New
CRIG
919
Charter Research & Investment Group
Connecticut
$228K – – –
ICM
920
IMS Capital Management
Oregon
$228K +$207K +1,530 New
SF
921
Summit Financial
New Jersey
$227K +$206K +1,522 New
MSR
922
Main Street Research
Connecticut
$226K +$206K +1,519 New
TTWM
923
TCV Trust & Wealth Management
Virginia
$224K +$204K +1,506 New
BSW
924
Buckingham Strategic Wealth
Missouri
$224K +$204K +1,505 New
DA
925
Dillon & Associates
Michigan
$224K +$203K +1,500 New
35 36
37
38 39