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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1101
Parcion Private Wealth
Washington
$781K +$72.9K +381 +11%
PP
1102
PDS Planning
Ohio
$780K +$18.7K +98 +3%
AMG
1103
Advisors Management Group
Wisconsin
$778K +$185K +969 +33%
HAM
1104
Harmony Asset Management
Arizona
$778K +$45.1K +236 +6%
FT
1105
Fiduciary Trust
Massachusetts
$774K +$8.42K +44 +1%
VWM
1106
Venturi Wealth Management
Texas
$774K +$35.4K +185 +5%
EWM
1107
Elevatus Welath Management
New York
$773K +$340K +1,779 +86%
BOA
1108
Birnam Oak Advisors
New York
$769K – – –
DWT
1109
Dorsey & Whitney Trust
South Dakota
$769K +$49.4K +258 +7%
LOAMU
1110
Lombard Odier Asset Management (USA)
New York
$762K +$191K +1,000 +36%
WF
1111
Welch & Forbes
Massachusetts
$761K -$220K -1,149 -23%
MCG
1112
McCollum Christoferson Group
New York
$761K – – –
AMBIA
1113
Allen Mooney & Barnes Investment Advisors
Georgia
$758K – – –
FFS
1114
Flavin Financial Services
Florida
$757K -$19.3K -101 -3%
AA
1115
Auxano Advisors
Washington
$754K -$12.4K -65 -2%
AI
1116
Accredited Investors
Minnesota
$754K -$13.4K -70 -2%
EP
1117
Edgestream Partners
New Jersey
$753K +$197K +1,032 +38%
NRS
1118
Neville Rodie & Shaw
New York
$752K +$23.9K +125 +3%
LFA
1119
Laraway Financial Advisors
Minnesota
$751K -$574 -3 -0.1%
CT
1120
ClearAlpha Technologies
Connecticut
$749K -$381K -1,990 -35%
KCP
1121
Kera Capital Partners
California
$747K +$62.6K +327 +10%
BA
1122
Bridgewater Advisors
New York
$746K +$44.4K +232 +7%
TCM
1123
Traub Capital Management
Massachusetts
$742K +$44K +230 +7%
HVIA
1124
Hudson Valley Investment Advisors
New York
$740K +$20.1K +105 +3%
WFC
1125
Western Financial Corp
California
$739K +$78K +408 +12%
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