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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
926
McIlrath & Eck
Washington
$18.9K – – –
AWM
927
AllSquare Wealth Management
New York
$18.7K – – –
TIM
928
Tortoise Investment Management
New York
$17.8K – – –
CMA
929
Cedar Mountain Advisors
Oregon
$17.5K – – –
EIM
930
Essex Investment Management
Massachusetts
$16K – – –
BWAM
931
Boyd Watterson Asset Management
Ohio
$15.7K +$16.6K +169 New
CYG
932
Clean Yield Group
Vermont
$15.6K +$11.3K +115 +217%
GFWA
933
Grey Fox Wealth Advisors
Delaware
$15.6K +$16.5K +168 New
CA
934
Corrado Advisors
New Jersey
$14.5K +$15.3K +156 New
HWA
935
HHM Wealth Advisors
Tennessee
$13.6K +$2.06K +21 +17%
WOSD
936
WFA of San Diego
California
$12.8K +$13.6K +138 New
MCM
937
MV Capital Management
Maryland
$12.6K -$3.74K -38 -22%
SN
938
Sittner & Nelson
Oregon
$11.9K – – –
TC
939
Tacita Capital
Ontario, Canada
$11K – – –
TAIM
940
TD Ameritrade Investment Management
Nebraska
$11K +$11.5K +117 New
KTC
941
Kistler-Tiffany Companies
Pennsylvania
$10.5K – – –
GI
942
Gradient Investments
Minnesota
$10.5K +$5.01K +51 +82%
BFPW
943
BOK Financial Private Wealth
Colorado
$10.2K – – –
LB
944
Legacy Bridge
Iowa
$10.2K – – –
GCM
945
Gables Capital Management
Florida
$10.1K – – –
CAL
946
Capital Analysts LLC
Pennsylvania
$10K – – –
SC
947
Stephens Consulting
Michigan
$9.37K – – –
LCM
948
Logan Capital Management
Pennsylvania
$9.3K – – –
CAS
949
Coppell Advisory Solutions
Texas
$9.3K +$9.83K +100 New
CASC
950
Coppell Advisory Solutions Corp
Texas
$9.3K +$9.83K +100 New
36 37
38
39 40