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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
951
Blackhawk Capital Partners
Wisconsin
$231K +$219K +1,540 New
BI
952
Beckerman Institutional
New Jersey
$230K +$218K +1,534 New
MG
953
Marex Group
$230K -$264K -1,853 -55%
CRIG
954
Charter Research & Investment Group
Connecticut
$230K – – –
MMHP
955
Murphy Middleton Hinkle & Parker
Georgia
$229K -$5.7K -40 -3%
GM
956
GeoWealth Management
Illinois
$229K -$8.12K -57 -4%
AAS
957
Asset Allocation Strategies
Michigan
$227K -$6.27K -44 -3%
PIFP
958
Partners in Financial Planning
Virginia
$226K -$24.9K -175 -10%
ICM
959
IMS Capital Management
Oregon
$225K – – –
MCC
960
Money Concepts Capital
Florida
$225K -$11.7K -82 -5%
DA
961
Dillon & Associates
Michigan
$225K – – –
LAM
962
L2 Asset Management
Massachusetts
$225K +$7.41K +52 +4%
HCA
963
Hyperion Capital Advisors
New York
$225K – – –
KIA
964
Knollwood Investment Advisory
Maryland
$224K – – –
LIA
965
LS Investment Advisors
Michigan
$224K – – –
PGAM
966
Princeton Global Asset Management
New Jersey
$224K – – –
HPIA
967
Hamilton Point Investment Advisors
North Carolina
$221K – – –
AFA
968
AA Financial Advisors
Ohio
$221K -$14.2K -100 -6%
MHR
969
Matthew Hamilton Rosenberg
$220K – – –
WA
970
Wealth Alliance
New York
$220K +$209K +1,470 New
MA
971
MONECO Advisors
Connecticut
$220K – – –
WT
972
Washington Trust
Rhode Island
$220K +$2.99K +21 +1%
PCM
973
Passive Capital Management
Maryland
$219K – – –
HAS
974
HBW Advisory Services
California
$218K -$6.41K -45 -3%
C
975
Covestor
United Kingdom
$218K +$112K +789 +118%
37 38
39
40 41