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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1076
Baystate Wealth Management
Massachusetts
$7.5K +$431 +4 +8%
FGAM
1077
Financial Gravity Asset Management
Texas
$7.21K +$5.93K +55 New
WIA
1078
Wetzel Investment Advisors
Indiana
$7K +$5.39K +50 New
WTA
1079
Washington Trust Advisors
Massachusetts
$6.95K -$39.9K -370 -87%
CSC
1080
Caldwell Sutter Capital
California
$6.82K – – –
CBT
1081
CoreFirst Bank & Trust
Kansas
$6.56K -$118K -1,095 -96%
PA
1082
PSI Advisors
Florida
$6.56K – – –
PCMC
1083
Planning Capital Management Corporation
Pennsylvania
$6.29K +$5.18K +48 New
CTC
1084
Cetera Trust Company
Minnesota
$6.03K +$4.96K +46 New
MTIC
1085
Missouri Trust & Investment Company
Missouri
$5.77K +$3.24K +30 +214%
OC
1086
Oakworth Capital
Alabama
$5.51K -$4.1K -38 -48%
CAM
1087
ClariVest Asset Management
California
$5.38K +$4.42K +41 New
CAM
1088
Chesapeake Asset Management
New York
$5.11K – – –
TSWM
1089
Tyler-Stone Wealth Management
Ohio
$4.85K – – –
AP
1090
Aspect Partners
Virginia
$4.85K +$3.99K +37 New
TFM
1091
TFC Financial Management
Massachusetts
$4.61K -$755 -7 -17%
KA
1092
Kozak & Associates
Colorado
$4.49K -$5.29K -49 -58%
CWC
1093
Carolinas Wealth Consulting
North Carolina
$4.25K +$539 +5 +19%
ITIM
1094
Indiana Trust & Investment Management
Indiana
$4.2K – – –
AW
1095
Avion Wealth
Texas
$4K +$647 +6 +24%
LIWM
1096
Long Island Wealth Management
New York
$4K +$3.67K +34 New
TVAMP
1097
Tennessee Valley Asset Management Partners
Tennessee
$3.98K +$3.24K +30 New
DPW
1098
DiNuzzo Private Wealth
Pennsylvania
$3.93K +$3.24K +30 New
TH
1099
TCTC Holdings
Texas
$3.67K – – –
CQS
1100
Credential Qtrade Securities
$3.54K – – –
42 43
44
45 46