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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
UIM
1076
Unified Investment Management
Georgia
$755K -$2.09K -10 -0.2%
GIA
1077
Gladstone Institutional Advisory
Florida
$755K -$1.35M -6,449 -61%
PGWM
1078
Parisi Gray Wealth Management
New Jersey
$754K +$506K +2,418 +141%
DJSG
1079
D.J. St. Germain
Massachusetts
$752K +$2.3K +11 +0.3%
PCM
1080
Pennsylvania Capital Management
Pennsylvania
$748K -$20.1K -96 -2%
AP
1081
Anchyra Partners
Georgia
$747K +$39.3K +188 +5%
EAM
1082
Erste Asset Management
Austria
$746K – – –
SFG
1083
Sather Financial Group
Texas
$744K – – –
AAP
1084
Aristotle Atlantic Partners
Florida
$744K +$853K +4,076 New
CAG
1085
Csenge Advisory Group
Florida
$737K -$231K -1,104 -21%
NWWA
1086
New Wave Wealth Advisors
Arkansas
$737K +$78.7K +376 +10%
RP
1087
Riverwater Partners
Wisconsin
$735K -$7.74K -37 -0.9%
EW
1088
Evoke Wealth
California
$731K +$102K +490 +14%
IIC
1089
Ironwood Investment Counsel
Arizona
$729K +$2.09K +10 +0.3%
CWS
1090
Confluence Wealth Services
Pennsylvania
$725K +$44.6K +213 +6%
CAMG
1091
CWA Asset Management Group
Florida
$719K +$40K +191 +5%
BFIM
1092
Beese Fulmer Investment Management
Ohio
$717K -$155K -743 -16%
CFP
1093
Catalyst Financial Partners
Massachusetts
$717K +$57.5K +275 +8%
KCM
1094
Kendall Capital Management
Maryland
$713K -$31.6K -151 -4%
FFS
1095
Flavin Financial Services
Florida
$707K -$9.2K -44 -1%
SW
1096
SVB Wealth
Massachusetts
$703K -$120K -575 -13%
MFS
1097
Mirabella Financial Services
United Kingdom
$702K +$805K +3,847 New
BOA
1098
Birnam Oak Advisors
New York
$699K -$3.35M -16,000 -81%
LFG
1099
Larson Financial Group
Missouri
$699K +$204K +973 +34%
AI
1100
Accredited Investors
Minnesota
$699K -$143K -685 -15%
42 43
44
45 46