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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
926
CIM Investment Management
Pennsylvania
$343K +$1.21K +7 +0.4%
BFIM
927
Beese Fulmer Investment Management
Ohio
$343K – – –
FBB
928
Fulton Breakefield Broenniman
Maryland
$342K – – –
NGA
929
Naples Global Advisors
Florida
$342K – – –
OAM
930
Ostrum Asset Management
France
$340K -$13.8K -80 -4%
AWA
931
AGH Wealth Advisors
Kansas
$340K +$330K +1,906 New
RBC
932
Romano Brothers & Co
Illinois
$338K +$3.29K +19 +1%
AIM
933
Alhambra Investment Management
Florida
$337K -$31.3K -181 -9%
BBW
934
Blue Barn Wealth
Utah
$336K +$5.89K +34 +2%
SIA
935
Schechter Investment Advisors
Michigan
$334K -$9.69K -56 -3%
PT
936
Plimoth Trust
Massachusetts
$333K -$18.2K -105 -5%
NICM
937
Neo Ivy Capital Management
New York
$333K +$44.5K +257 +16%
SFG
938
Synergy Financial Group
California
$333K +$323K +1,867 New
IWM
939
IHT Wealth Management
Illinois
$333K -$8.14K -47 -2%
MMPW
940
Mitchell McLeod Pugh & Williams
Alabama
$333K +$46.7K +270 +17%
PP
941
PDS Planning
Ohio
$332K +$3.63K +21 +1%
CIA
942
Capital Investment Advisors
Georgia
$328K -$24.2K -140 -7%
PA
943
Probity Advisors
Texas
$327K -$10.2K -59 -3%
SFA
944
Spectrum Financial Alliance
Kentucky
$326K +$36.4K +210 +13%
HW
945
Hancock Whitney
Mississippi
$326K -$173 -1 -0.1%
KP
946
Keel Point
Alabama
$325K +$21.3K +123 +7%
TTWM
947
TCV Trust & Wealth Management
Virginia
$322K – – –
SIM
948
Studio Investment Management
Illinois
$322K -$5.71K -33 -2%
MC
949
Mathes Company
New York
$321K – – –
LFG
950
Lockerman Financial Group
California
$321K – – –
36 37
38
39 40