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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1051
MONECO Advisors
Connecticut
$245K -$16.6K -96 -7%
CFO
1052
CVA Family Office
Colorado
$244K +$8.83K +51 +4%
UFF
1053
USA Financial Formulas
Michigan
$242K +$235K +1,358 New
JIC
1054
Johnson Investment Counsel
Ohio
$242K +$235K +1,356 New
HI
1055
Humankind Investments
New York
$241K -$62K -358 -21%
HI
1056
Human Investing
Oregon
$240K -$5.71K -33 -2%
TPCW
1057
TD Private Client Wealth
New York
$239K -$1.9K -11 -0.8%
ST
1058
Smithfield Trust
Pennsylvania
$238K – – –
CWM
1059
Centurion Wealth Management
Virginia
$237K +$230K +1,330 New
ACL
1060
Applied Capital LLC
Florida
$237K +$230K +1,329 New
MWA
1061
Medallion Wealth Advisors
Connecticut
$236K +$229K +1,320 New
KMWM
1062
Keudell/Morrison Wealth Management
Oregon
$235K +$228K +1,317 New
MA
1063
MCF Advisors
Kentucky
$233K -$692 -4 -0.3%
WAP
1064
Wealthcare Advisory Partners
Pennsylvania
$232K +$226K +1,303 New
LFAS
1065
Level Four Advisory Services
Texas
$231K +$224K +1,296 New
FMP
1066
Financial Management Professionals
Texas
$231K – – –
KWM
1067
Keebeck Wealth Management
Illinois
$231K +$224K +1,295 New
ACM
1068
Advisors Capital Management
New Jersey
$230K +$223K +1,290 New
NF
1069
Nikulski Financial
Iowa
$230K +$223K +1,290 New
FFA
1070
Founders Financial Alliance
North Carolina
$230K +$223K +1,288 New
BCP
1071
Blackhawk Capital Partners
Wisconsin
$229K -$44.1K -255 -17%
HWA
1072
Heritage Wealth Advisors
Virginia
$229K – – –
TPWA
1073
Twin Peaks Wealth Advisors
California
$229K -$20.9K -121 -9%
AA
1074
Alta Advisers
United Kingdom
$228K +$31K +179 +16%
4WM
1075
44 Wealth Management
Oregon
$228K -$16.6K -96 -7%
41 42
43
44 45