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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
951
Wealthspire Advisors (New York)
New York
$209K -$730K -4,841 -78%
HPIA
952
Hamilton Point Investment Advisors
North Carolina
$209K +$204K +1,350 New
ET
953
Equitable Trust
Tennessee
$209K +$204K +1,352 New
AIC
954
Ameritas Investment Company
Nebraska
$207K -$21.6K -143 -14%
ST
955
Smithfield Trust
Pennsylvania
$207K – – –
PWPS
956
Pinnacle Wealth Planning Services
Ohio
$206K +$200K +1,327 New
SVWAG
957
Sound View Wealth Advisors Group
Georgia
$206K +$200K +1,329 New
FFS
958
Founders Financial Securities
Maryland
$205K +$200K +1,323 New
BSW
959
Buckingham Strategic Wealth
Missouri
$205K +$200K +1,327 New
MGIA
960
Moneta Group Investment Advisors
Missouri
$204K +$199K +1,319 New
RWM
961
Ritholtz Wealth Management
New York
$203K +$198K +1,311 New
EGA
962
Eagle Global Advisors
Texas
$202K +$197K +1,305 New
BWP
963
BSW Wealth Partners
Colorado
$202K +$197K +1,306 New
CCFCSB
964
Cape Cod Five Cents Savings Bank
Massachusetts
$201K +$196K +1,300 New
WAG
965
Winthrop Advisory Group
Massachusetts
$200K +$195K +1,293 New
CWM
966
Chesapeake Wealth Management
Virginia
$200K +$195K +1,295 New
TSW
967
Thompson Siegel & Walmsley
Virginia
$198K – – –
CFA
968
Carroll Financial Associates
North Carolina
$197K +$64.7K +429 +51%
LSA
969
Leonteq Securities AG
Switzerland
$191K +$41.5K +275 +29%
FWM
970
Focused Wealth Management
New York
$174K -$83K -550 -33%
CFO
971
CVA Family Office
Colorado
$169K +$94.6K +627 +135%
JWM
972
Janiczek Wealth Management
Colorado
$160K +$4.98K +33 +3%
CWA
973
Carolina Wealth Advisors
South Carolina
$160K +$34.2K +227 +28%
ACM
974
Anfield Capital Management
California
$156K +$153K +1,011 New
TI
975
tru Independence
Oregon
$156K +$153K +1,011 New
37 38
39
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