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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
951
Seven Mile Advisory
New Jersey
$219K +$2.67K +19 +1%
BL
952
Balentine LLC
Georgia
$219K -$196K -1,395 -47%
CCG
953
Cypress Capital Group
Florida
$218K – – –
AFA
954
AA Financial Advisors
Ohio
$218K -$3.37K -24 -2%
MMHP
955
Murphy Middleton Hinkle & Parker
Georgia
$217K – – –
AAS
956
Asset Allocation Strategies
Michigan
$216K -$13.2K -94 -6%
SQA
957
Simon Quick Advisors
New Jersey
$213K +$216K +1,541 New
PIA
958
Pinion Investment Advisors
Kansas
$213K +$216K +1,541 New
ICM
959
IMS Capital Management
Oregon
$213K -$3.51K -25 -2%
CRIG
960
Charter Research & Investment Group
Connecticut
$212K – – –
GSEP
961
Golden State Equity Partners
California
$211K +$214K +1,527 New
NW
962
NewEdge Wealth
Pennsylvania
$211K -$51.2K -365 -19%
DBRC
963
D.B. Root & Company
Pennsylvania
$209K +$211K +1,507 New
TTWM
964
TCV Trust & Wealth Management
Virginia
$209K – – –
GCAC
965
Guardian Capital Advisors (Canada)
Ontario, Canada
$208K – – –
HAS
966
HBW Advisory Services
California
$208K -$6.73K -48 -3%
HCA
967
Hyperion Capital Advisors
New York
$208K – – –
KIA
968
Knollwood Investment Advisory
Maryland
$208K +$210K +1,499 New
LIA
969
LS Investment Advisors
Michigan
$207K – – –
PI
970
PFG Investments
New York
$207K -$15.6K -111 -7%
DA
971
Dillon & Associates
Michigan
$207K – – –
PGAM
972
Princeton Global Asset Management
New Jersey
$207K – – –
CT
973
Caldwell Trust
Florida
$206K +$5.47K +39 +3%
TPWA
974
Twin Peaks Wealth Advisors
California
$206K +$209K +1,490 New
CCG
975
Catalina Capital Group
California
$206K +$209K +1,488 New
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