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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
DI
1076
Disciplined Investments
Oklahoma
– -$11K -107 Closed
DSC
1077
Duncker Streett & Co
Missouri
– -$10K -100 Closed
TAM
1078
Tucker Asset Management
Colorado
– -$9.19K -93 Closed
FPFS
1079
First Personal Financial Services
North Carolina
– -$9K -92 Closed
SIM
1080
Sonora Investment Management
Arizona
– -$9K -87 Closed
ICP
1081
Interchange Capital Partners
Pennsylvania
– -$8K -86 Closed
IA
1082
IFS Advisors
Kansas
– -$6K -65 Closed
TPWA
1083
TRUE Private Wealth Advisors
Oregon
– -$6K -63 Closed
ADIM
1084
Alpha DNA Investment Management
Maryland
– -$5K -56 Closed
CYG
1085
Clean Yield Group
Vermont
– -$5K -53 Closed
SNT
1086
Security National Trust
West Virginia
– -$4K -45 Closed
RBC
1087
Roble Belko & Company
Pennsylvania
– -$3K -31 Closed
Kayne Anderson Rudnick Investment Management
1088
Kayne Anderson Rudnick Investment Management
California
– -$3K -30 Closed
KCM
1089
Kathmere Capital Management
Pennsylvania
– -$3K -29 Closed
RWA
1090
Ropes Wealth Advisors
Massachusetts
– -$3K -29 Closed
TI
1091
tru Independence
Oregon
– -$2 -24 Closed
M
1092
MOTCO
Texas
– -$2K -22 Closed
TVWM
1093
Tower View Wealth Management
Wisconsin
– +$236 +2 New
Simplex Trading
1094
Simplex Trading
Illinois
– +$3.14M +26,693 New