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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
951
Synergy Financial Group
California
$335K – – –
MMPW
952
Mitchell McLeod Pugh & Williams
Alabama
$334K – – –
OAM
953
Ostrum Asset Management
France
$333K -$9.26K -49 -3%
AFA
954
AA Financial Advisors
Ohio
$332K +$71.8K +380 +26%
BIG
955
Brooklyn Investment Group
New York
$332K +$56.3K +298 +19%
PCM
956
Penserra Capital Management
California
$331K -$167K -883 -32%
MVA
957
Mount Vernon Associates
Maryland
$327K -$42.5K -225 -11%
CWM
958
Calamos Wealth Management
Illinois
$327K +$344K +1,822 New
BB
959
Berkshire Bank
Massachusetts
$325K +$24.9K +132 +8%
FFC
960
Frederick Financial Consultants
Maryland
$325K +$8.12K +43 +2%
TTWM
961
TCV Trust & Wealth Management
Virginia
$324K – – –
MIF
962
Mediolanum International Funds
Ireland
$323K +$55K +291 +19%
MC
963
Mathes Company
New York
$323K – – –
LFG
964
Lockerman Financial Group
California
$323K – – –
GIA
965
Gladstone Institutional Advisory
Florida
$323K +$4.16K +22 +1%
MPM
966
MBB Public Markets
Illinois
$321K +$338K +1,789 New
C
967
Certuity
Florida
$319K +$340K +1,800 New
SS
968
Sunbelt Securities
Texas
$319K +$189 +1 +0.1%
TCBWMS
969
Texas Capital Bank Wealth Management Services
Texas
$318K +$335K +1,775 New
QC
970
Quantessence Capital
New York
$318K +$335K +1,775 New
JSW
971
Journey Strategic Wealth
New Jersey
$318K +$944 +5 +0.3%
SMA
972
Sage Mountain Advisors
Georgia
$316K +$106K +563 +47%
GS
973
GTS Securities
Florida
$316K -$236K -1,251 -42%
CAL
974
Capital Analysts LLC
Pennsylvania
$315K -$4.72K -25 -1%
CAMG
975
CWA Asset Management Group
Florida
$315K -$49.1K -260 -13%
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