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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
1076
Laurie J. Hall Trustee
– -$18K -175 Closed
WOSD
1077
WFA of San Diego
California
– -$14K -138 Closed
RCG
1078
Rock Creek Group
District of Columbia
– -$14K -130 Closed
COCM
1079
Charter Oak Capital Management
New Hampshire
– -$12K -116 Closed
AW
1080
Avion Wealth
Texas
– -$11K -101 Closed
AIP
1081
Ahrens Investment Partners
Louisiana
– -$10K -100 Closed
GKIM
1082
GW&K Investment Management
Massachusetts
– -$10K -97 Closed
SIAP
1083
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$8K -75 Closed
RIM
1084
Rockbridge Investment Management
New York
– -$6.98K -67 Closed
SCA
1085
Stonebridge Capital Advisors
Minnesota
– -$6K -61 Closed
PAI
1086
Pittenger & Anderson Inc
Nebraska
– -$6K -60 Closed
SFG
1087
Steward Financial Group
Texas
– -$4K -44 Closed
FMB
1088
Field & Main Bank
Kentucky
– -$4K -39 Closed
TWP
1089
TFO Wealth Partners
Ohio
– -$3K -33 Closed
MFT
1090
Moisand Fitzgerald Tamayo
Florida
– -$2K -15 Closed
FSWA
1091
Financial Synergies Wealth Advisors
Texas
– -$1.46K -14 Closed
GWMIA
1092
Global Wealth Management Investment Advisory
Florida
– -$1K -10 Closed
BA
1093
Bellwether Advisors
Nebraska
– +$319 +3 New
FFC
1094
First Financial Corp
Indiana
– +$532 +5 New
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