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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1026
Matthew Hamilton Rosenberg
$277K +$8.88K +47 +3%
DWS
1027
Dynamic Wealth Strategies
California
$276K +$2.65K +14 +0.9%
TA
1028
TFB Advisors
Kansas
$276K +$9.63K +51 +3%
CRIG
1029
Charter Research & Investment Group
Connecticut
$275K – – –
THCM
1030
Taylor Hoffman Capital Management
Virginia
$274K +$291K +1,540 New
MMHP
1031
Murphy Middleton Hinkle & Parker
Georgia
$274K – – –
LSA
1032
Leonteq Securities AG
Switzerland
$274K +$50.8K +269 +21%
AFS
1033
Axiom Financial Strategies
Indiana
$273K +$288K +1,522 New
CFP
1034
Catalyst Financial Partners
Massachusetts
$273K +$17.6K +93 +7%
TPCW
1035
TD Private Client Wealth
New York
$273K +$33.6K +178 +13%
SCP
1036
Sivia Capital Partners
California
$271K +$286K +1,512 New
PIFP
1037
Partners in Financial Planning
Virginia
$271K – – –
WT
1038
Washington Trust
Rhode Island
$271K +$2.83K +15 +1%
ICM
1039
IMS Capital Management
Oregon
$270K – – –
HCA
1040
Hyperion Capital Advisors
New York
$269K – – –
DA
1041
Dillon & Associates
Michigan
$269K – – –
WIC
1042
Willis Investment Counsel
Georgia
$269K -$291K -1,541 -51%
HTIM
1043
Harbour Trust & Investment Management
Indiana
$269K – – –
KIA
1044
Knollwood Investment Advisory
Maryland
$269K – – –
LIA
1045
LS Investment Advisors
Michigan
$268K – – –
PGAM
1046
Princeton Global Asset Management
New Jersey
$268K – – –
PWG
1047
Portside Wealth Group
Utah
$265K +$7.75K +41 +3%
HPIA
1048
Hamilton Point Investment Advisors
North Carolina
$265K – – –
FPL
1049
Fortress Private Ledger
North Carolina
$265K – – –
VWM
1050
Venturi Wealth Management
Texas
$264K +$53.1K +281 +24%
40 41
42
43 44