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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1001
Avior Wealth Management
Nebraska
$37.5K -$755 -7 -2%
BONH
1002
Bank of New Hampshire
New Hampshire
$36.5K – – –
TIM
1003
Tortoise Investment Management
New York
$35.5K +$8.63K +80 +42%
ZB
1004
Zions Bancorporation
Utah
$35.4K +$7.01K +65 +32%
SIS
1005
Sound Income Strategies
Florida
$34.9K +$15K +139 +109%
CMA
1006
Cedar Mountain Advisors
Oregon
$34.6K – – –
POIA
1007
Pin Oak Investment Advisors
Texas
$34K – – –
CHA
1008
Carmichael Hill & Associates
Maryland
$33.8K – – –
MFA
1009
McClarren Financial Advisors
Pennsylvania
$33K +$216 +2 +0.8%
BC
1010
Bartlett & Co
Ohio
$33K +$23.5K +218 +727%
BCWM
1011
Bartlett & Co Wealth Management
Ohio
$32.7K +$23.5K +218 +727%
EC
1012
EntryPoint Capital
New York
$31.5K +$25.9K +240 New
CPA
1013
Clear Point Advisors
New York
$28.2K +$23.2K +215 New
HGA
1014
Hobbs Group Advisors
South Carolina
$27.1K +$22.3K +207 New
HGERS
1015
Householder Group Estate & Retirement Specialist
Arizona
$27K +$21.5K +199 +1,658%
ME
1016
McIlrath & Eck
Washington
$26.6K – – –
W
1017
WealthCollab
Washington
$26.2K +$21.6K +200 New
ACA
1018
Atlas Capital Advisors
Wyoming
$25.7K – – –
OPTFSNA
1019
Old Point Trust & Financial Services N A
Virginia
$24.9K +$20.5K +190 New
GKIM
1020
GW&K Investment Management
Massachusetts
$24K +$3.77K +35 +23%
CJ
1021
Caitlin John
Michigan
$23.7K +$19.5K +181 New
OA
1022
Operose Advisors
Wisconsin
$23.6K – – –
BWAM
1023
Boyd Watterson Asset Management
Ohio
$22.2K – – –
DAC
1024
Dividend Assets Capital
South Carolina
$22K -$11K -102 -38%
RAM
1025
Ramirez Asset Management
New York
$21.8K – – –
39 40
41
42 43