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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1001
Glassman Wealth Services
Virginia
$86K -$2.32K -15 -2%
TFA
1002
Toth Financial Advisory
Virginia
$85K – – –
AA
1003
AlphaCentric Advisors
Puerto Rico
$80K +$85.3K +552 New
WPA
1004
West Paces Advisors
Georgia
$76.3K – – –
GAM
1005
Gemmer Asset Management
California
$74K -$1.7K -11 -2%
SWA
1006
Sutton Wealth Advisors
Florida
$73.4K -$927 -6 -1%
HCM
1007
Highlander Capital Management
New Jersey
$73K – – –
SFM
1008
Signet Financial Management
New Jersey
$71K +$75.4K +488 New
PB
1009
Pinnacle Bancorp
Nebraska
$69K -$5.41K -35 -7%
CWM
1010
Curi Wealth Management
North Carolina
$67K +$72.3K +468 New
AA
1011
Ancora Advisors
Ohio
$65K -$176K -1,141 -72%
EBA
1012
Eagle Bay Advisors
New York
$65K -$2.94K -19 -4%
APW
1013
Acima Private Wealth
Virginia
$65K – – –
SCM
1014
Silvant Capital Management
Georgia
$64K – – –
WWM
1015
Wolff Wiese Magana
California
$62K -$7.11K -46 -10%
HIIFS
1016
Harel Insurance Investments & Financial Services
Israel
$58K – – –
TFS
1017
TrustCore Financial Services
Tennessee
$58K +$6.03K +39 +11%
AP
1018
Arlington Partners
Alabama
$55K +$19.9K +129 +52%
SCA
1019
Sandy Cove Advisors
Massachusetts
$55K +$58.7K +380 New
DAM
1020
Delta Asset Management
Tennessee
$54K – – –
SFO
1021
Standard Family Office
South Dakota
$54K +$57.8K +374 New
UCB
1022
United Community Bank
South Carolina
$52.8K +$56.2K +364 New
FCT
1023
First Community Trust
Iowa
$48.6K +$51.8K +335 New
GEA
1024
Glen Eagle Advisors
New Jersey
$47.7K – – –
RWM
1025
Raffa Wealth Management
District of Columbia
$45.7K -$2.63K -17 -5%
39 40
41
42 43