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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
951
Baystate Wealth Management
Massachusetts
$5.23K – – –
SIC
952
SJS Investment Consulting
Ohio
$5.14K -$107 -1 -2%
M
953
MOTCO
Texas
$5.14K – – –
CSC
954
Caldwell Sutter Capital
California
$5.05K – – –
MWM
955
Mascoma Wealth Management
New Hampshire
$4.95K +$5.45K +51 New
MA
956
Montag & Associates
Georgia
$4.85K – – –
PA
957
PSI Advisors
Florida
$4.85K – – –
WBC
958
West Branch Capital
Massachusetts
$4.76K – – –
OP
959
ORG Partners
Indiana
$4.66K -$47K -440 -90%
LF
960
Lee Financial
Texas
$4.37K – – –
TFM
961
TFC Financial Management
Massachusetts
$4.09K – – –
TSWM
962
Tyler-Stone Wealth Management
Ohio
$4K – – –
CB
963
Centennial Bank
Arkansas
$3.79K – – –
CAM
964
Chesapeake Asset Management
New York
$3.78K +$4.17K +39 New
ITIM
965
Indiana Trust & Investment Management
Indiana
$3.11K +$3.42K +32 New
RCM
966
Raleigh Capital Management
North Carolina
$3.04K – – –
TFGT
967
TS Financial Group (TSFG)
Illinois
$3K – – –
BC
968
Bartlett & Co
Ohio
$3K +$3.21K +30 New
BCWM
969
Bartlett & Co Wealth Management
Ohio
$2.91K +$3.21K +30 New
RTL
970
Red Tortoise LLC
Georgia
$2.81K – – –
CWC
971
Carolinas Wealth Consulting
North Carolina
$2.78K -$641 -6 -18%
CCP
972
Carmel Capital Partners
California
$2.72K +$2.99K +28 New
TH
973
TCTC Holdings
Texas
$2.72K +$2.99K +28 New
CQS
974
Credential Qtrade Securities
$2.62K – – –
PMFA
975
Plante Moran Financial Advisors
Michigan
$2.52K -$2.14K -20 -43%
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39
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