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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1101
Sigma Planning Corp
Michigan
$210K -$171K -990 -46%
MFG
1102
Magnus Financial Group
New York
$210K +$204K +1,179 New
VA
1103
Valmark Advisers
Ohio
$210K +$204K +1,179 New
LA
1104
Legacy Advisors
Pennsylvania
$209K +$203K +1,173 New
BOPW
1105
Brandywine Oak Private Wealth
Pennsylvania
$209K +$203K +1,170 New
DMBA
1106
Deseret Mutual Benefit Administrators
Utah
$207K -$24.1K -139 -11%
AM
1107
AGF Management
Ontario, Canada
$207K +$201K +1,161 New
MCM
1108
MontVue Capital Management
Virginia
$206K +$200K +1,157 New
HA
1109
Helium Advisors
Washington
$205K +$199K +1,148 New
A
1110
Allianz
Germany
$205K – – –
PJWM
1111
Philip James Wealth Mangement
Georgia
$204K -$182K -1,050 -48%
PBK
1112
Peoples Bank (Kansas)
Kansas
$204K -$17.3K -100 -8%
BIP
1113
Blueprint Investment Partners
North Carolina
$204K +$198K +1,142 New
HSA
1114
HBK Sorce Advisory
Pennsylvania
$204K +$198K +1,142 New
MSR
1115
Main Street Research
Connecticut
$203K +$197K +1,137 New
NCTC
1116
New Covenant Trust Company
Indiana
$202K +$197K +1,138 New
RF
1117
Roxbury Financial
New Jersey
$201K +$181K +1,048 New
GPW
1118
Genesis Private Wealth
Virginia
$200K +$194K +1,122 New
MG
1119
Mather Group
Illinois
$200K +$2.6K +15 +1%
EBA
1120
Eagle Bay Advisors
New York
$199K -$2.25K -13 -1%
CH
1121
Cromwell Holdings
Wyoming
$195K – – –
CSPIA
1122
Cary Street Partners Investment Advisory
Virginia
$194K -$1.15M -6,663 -86%
SOW
1123
State of Wyoming
Wyoming
$187K +$182K +1,050 New
DF
1124
Dunhill Financial
United Kingdom
$183K -$19.2K -111 -10%
RIL
1125
Rothschild Investment LLC
Illinois
$178K +$4.5K +26 +3%
43 44
45
46 47