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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GIS
951
Grayhawk Investment Strategies
Alberta, Canada
$12K +$11.4K +93 New
CA
952
Crewe Advisors
Utah
$12K +$13.6K +111 New
CAL
953
Capital Analysts LLC
Pennsylvania
$11K -$359K -2,940 -96%
BFPW
954
BOK Financial Private Wealth
Colorado
$11K -$189K -1,549 -93%
SWA
955
SOA Wealth Advisors
New York
$11K -$21.6K -177 -61%
PMFA
956
Plante Moran Financial Advisors
Michigan
$11K -$2.44K -20 -16%
GCM
957
Gables Capital Management
Florida
$11K – – –
LB
958
Legacy Bridge
Iowa
$11K – – –
AW
959
Avion Wealth
Texas
$11K +$12.3K +101 New
SC
960
Stephens Consulting
Michigan
$10.5K – – –
AIP
961
Ahrens Investment Partners
Louisiana
$10K – – –
LCM
962
Logan Capital Management
Pennsylvania
$10K – – –
PCFFS
963
Pacific Center for Financial Services
California
$10K – – –
SIS
964
Sound Income Strategies
Florida
$10K – – –
HR
965
Howe & Rusling
New York
$10K +$2.32K +19 +24%
GKIM
966
GW&K Investment Management
Massachusetts
$10K +$2.69K +22 +29%
LF
967
Lee Financial
Texas
$10K +$4.64K +38 +66%
FPS
968
Fieldpoint Private Securities
Connecticut
$9K -$34.7K -284 -77%
ATC
969
Adirondack Trust Company
New York
$9K – – –
IWP
970
IAG Wealth Partners
Wisconsin
$9K – – –
JMF
971
Johnson Midwest Financial
Iowa
$9K – – –
HCP
972
Hexagon Capital Partners
Arkansas
$9K +$5.26K +43 +110%
FMP
973
Financial Management Professionals
Texas
$8K -$978 -8 -9%
ANBT
974
American National Bank & Trust
Texas
$8K – – –
BWM
975
Baystate Wealth Management
Massachusetts
$8K – – –
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