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Capital One
COF

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