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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
951
Monetary Management Group
Missouri
$98.3K – – –
EA
952
Evolution Advisers
Virginia
$97K +$7.44K +69 +10%
FCAS
953
First Command Advisory Services
Texas
$89.3K – – –
RIL
954
Rothschild Investment LLC
Illinois
$89.2K +$73.3K +680 New
MFG
955
Mendota Financial Group
Wisconsin
$88.9K – – –
PS
956
Planned Solutions
California
$88.5K +$72.8K +675 New
FWM
957
Focused Wealth Management
New York
$88.1K -$19.2K -178 -21%
WTC
958
WhitTier Trust Company
Nevada
$84.3K -$2.37K -22 -3%
AIM
959
Anchor Investment Management
South Carolina
$83.3K – – –
GFPC
960
Global Financial Private Client
Florida
$82.7K – – –
BGAI
961
Bruce G. Allen Investments
Colorado
$81.4K +$67K +621 New
AWM
962
Able Wealth Management
New Jersey
$78.7K +$64.7K +600 New
TFA
963
Toth Financial Advisory
Virginia
$76.7K – – –
TPCW
964
TD Private Client Wealth
New York
$75.1K -$16.6K -154 -21%
EWA
965
EverSource Wealth Advisors
Alabama
$72.8K -$5.61K -52 -9%
TCWA
966
Turtle Creek Wealth Advisors
Texas
$72.5K +$59.6K +553 New
RFG
967
REAP Financial Group
Texas
$71.7K +$59K +547 New
FMP
968
Financial Management Professionals
Texas
$70K – – –
LFG
969
Larson Financial Group
Missouri
$69.4K -$6.36K -59 -10%
VCM
970
Versant Capital Management
Arizona
$68.7K -$431 -4 -0.8%
OP
971
ORG Partners
Indiana
$64.6K +$47.9K +444 +925%
MCM
972
MidAtlantic Capital Management
Virginia
$62.5K +$51.5K +477 New
CT
973
Colonial Trust
South Carolina
$60.9K -$16.8K -156 -25%
SCM
974
Silvant Capital Management
Georgia
$58.2K – – –
CAC
975
Core Alternative Capital
Georgia
$56K -$5.29K -49 -10%
37 38
39
40 41