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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
926
LifePlan Financial
Minnesota
$224K -$5.82K -43 -3%
HCA
927
Hyperion Capital Advisors
New York
$223K +$203K +1,501 New
FFP
928
FourThought Financial Partners
Florida
$223K +$203K +1,500 New
LIA
929
LS Investment Advisors
Michigan
$223K +$203K +1,496 New
PGAM
930
Princeton Global Asset Management
New Jersey
$223K -$4.33K -32 -2%
HPIA
931
Hamilton Point Investment Advisors
North Carolina
$220K +$200K +1,478 New
RFS
932
Richardson Financial Services
Massachusetts
$219K +$199K +1,470 New
MA
933
MONECO Advisors
Connecticut
$218K +$198K +1,461 New
CT
934
Caldwell Trust
Florida
$216K +$37.9K +280 +24%
WT
935
Washington Trust
Rhode Island
$215K -$135 -1 -0.1%
PTC
936
Private Trust Company
Ohio
$215K -$307K -2,265 -61%
PWG
937
Portside Wealth Group
Utah
$214K -$16.3K -120 -8%
EFG
938
Ethos Financial Group
Pennsylvania
$214K +$194K +1,434 New
MHR
939
Matthew Hamilton Rosenberg
$214K – – –
LTAS
940
Linden Thomas Advisory Services
North Carolina
$214K -$17.5K -129 -8%
MCM
941
Marathon Capital Management
Maryland
$214K +$194K +1,434 New
GC
942
Gratus Capital
Georgia
$213K +$194K +1,434 New
ECG
943
Edge Capital Group
Georgia
$213K +$194K +1,433 New
SIA
944
Schechter Investment Advisors
Michigan
$210K +$191K +1,408 New
A
945
AJOVista
Massachusetts
$209K – – –
RW
946
RVW Wealth
California
$209K +$190K +1,404 New
DMBA
947
Deseret Mutual Benefit Administrators
Utah
$209K – – –
GCAC
948
Guardian Capital Advisors (Canada)
Ontario, Canada
$209K -$57.6K -425 -22%
P
949
&Partners
Tennessee
$208K +$189K +1,398 New
HFM
950
Harvest Fund Management
China
$208K +$78.8K +582 +71%
36 37
38
39 40