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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
926
American Research & Management Company
Massachusetts
$13K +$14.5K +136 New
AA
927
Ancora Advisors
Ohio
$12K -$33.8K -317 -71%
HWA
928
HHM Wealth Advisors
Tennessee
$12K -$5.32K -50 -29%
EW
929
Evoke Wealth
California
$12K -$106 -1 -0.8%
GIS
930
Grayhawk Investment Strategies
Alberta, Canada
$12K – – –
SN
931
Sittner & Nelson
Oregon
$12K – – –
TC
932
Tacita Capital
Ontario, Canada
$11K – – –
BFPW
933
BOK Financial Private Wealth
Colorado
$10K – – –
CAL
934
Capital Analysts LLC
Pennsylvania
$10K – – –
GCM
935
Gables Capital Management
Florida
$10K – – –
KTC
936
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
LB
937
Legacy Bridge
Iowa
$10K – – –
PMFA
938
Plante Moran Financial Advisors
Michigan
$10K – – –
CSPAM
939
Cary Street Partners Asset Management
Virginia
$10K +$12K +113 New
SC
940
Stephens Consulting
Michigan
$9.29K – – –
LF
941
Lee Financial
Texas
$9K -$745 -7 -7%
LCM
942
Logan Capital Management
Pennsylvania
$9K – – –
PCFFS
943
Pacific Center for Financial Services
California
$9K – – –
SIS
944
Sound Income Strategies
Florida
$9K – – –
AWM
945
Abound Wealth Management
Tennessee
$8.12K +$9.37K +88 New
SWA
946
SOA Wealth Advisors
New York
$8K -$1.81K -17 -15%
ATC
947
Adirondack Trust Company
New York
$8K – – –
IWP
948
IAG Wealth Partners
Wisconsin
$8K – – –
JMF
949
Johnson Midwest Financial
Iowa
$8K – – –
HR
950
Howe & Rusling
New York
$7K -$2.66K -25 -26%
36 37
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39 40