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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1126
Camelot Portfolios
Ohio
$215K – – –
FCMC
1127
Founders Capital Management (Connecticut)
Connecticut
$215K +$227K +1,200 New
SAI
1128
Savvy Advisors Inc
New York
$215K +$226K +1,198 New
OPA
1129
Old Port Advisors
Maine
$215K -$6.61K -35 -3%
FWIA
1130
Fort Washington Investment Advisors
Ohio
$214K -$8.5K -45 -4%
CWM
1131
Chesapeake Wealth Management
Virginia
$214K -$9.45K -50 -4%
4WM
1132
44 Wealth Management
Oregon
$214K -$15.7K -83 -7%
FNB
1133
Farmers National Bank
Kentucky
$213K – – –
FHA
1134
Flagship Harbor Advisors
Massachusetts
$212K -$13.2K -70 -6%
KCP
1135
Kera Capital Partners
California
$212K +$224K +1,184 New
AM
1136
AGF Management
Ontario, Canada
$212K +$4.16K +22 +2%
BMCM
1137
Bryn Mawr Capital Management
Pennsylvania
$212K +$223K +1,183 New
LF
1138
LifePlan Financial
Minnesota
$210K -$11.7K -62 -5%
RF
1139
Roxbury Financial
New Jersey
$210K +$189 +1 +0.1%
HA
1140
Helium Advisors
Washington
$210K +$4.34K +23 +2%
BOPW
1141
Brandywine Oak Private Wealth
Pennsylvania
$210K – – –
BCP
1142
Blackhawk Capital Partners
Wisconsin
$210K -$21.7K -115 -9%
DFG
1143
Delta Financial Group
New Jersey
$209K +$219K +1,157 New
AGWCA
1144
Annis Gardner Whiting Capital Advisors
Florida
$209K -$1.93M -10,212 -90%
MCM
1145
MontVue Capital Management
Virginia
$207K – – –
NI
1146
NDVR Inc
Massachusetts
$206K +$217K +1,149 New
SBIA
1147
Sheaff Brock Investment Advisors
Indiana
$206K +$216K +1,146 New
PBK
1148
Peoples Bank (Kansas)
Kansas
$205K – – –
ESB
1149
Essex Savings Bank
Connecticut
$205K +$216K +1,143 New
MAWA
1150
Moss Adams Wealth Advisors
Washington
$204K +$215K +1,137 New
44 45
46
47 48