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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
1151
Allegiance Financial Group Advisory Services
Virginia
$693K +$271K +1,417 +70%
MAG
1152
Meadowbrook Advisors Group
New Jersey
$684K +$244K +1,277 +60%
GJWM
1153
Gilliland Jeter Wealth Management
Arkansas
$682K +$1.72K +9 +0.3%
AC
1154
Addison Capital
Pennsylvania
$681K -$280K -1,462 -30%
PWM
1155
Power Wealth Management
Georgia
$679K -$171K -896 -21%
S
1156
SimplyRich
California
$677K – – –
OL
1157
Optas LLC
Texas
$677K -$62.9K -329 -9%
DJSG
1158
D.J. St. Germain
Massachusetts
$677K -$143K -747 -18%
EWM
1159
Evercore Wealth Management
New York
$674K +$191K +1,000 +42%
PCG
1160
Prosperity Consulting Group
Maryland
$674K -$582K -3,041 -48%
AAG
1161
Armstrong Advisory Group
Massachusetts
$673K +$383 +2 +0.1%
SW
1162
SVB Wealth
Massachusetts
$672K -$96.8K -506 -13%
JIC
1163
Joel Isaacson & Co
New York
$664K +$16.1K +84 +3%
BCWM
1164
Bartlett & Co Wealth Management
Ohio
$663K +$1.91K +10 +0.3%
KCM
1165
Kendall Capital Management
Maryland
$663K -$116K -605 -15%
AIM
1166
Acropolis Investment Management
Missouri
$663K -$13.2K -69 -2%
ZF
1167
Zhang Financial
Michigan
$662K +$10.1K +53 +2%
ISL
1168
Ingalls & Snyder LLC
New York
$662K – – –
OP
1169
Oslo Pensjonsforsikring
$662K +$57.8K +302 +10%
CIA
1170
Caerus Investment Advisors
Texas
$657K +$626K +3,275 New
TWIM
1171
TIAA Wealth Investment Management
New York
$657K +$21K +110 +3%
CWM
1172
Cornerstone Wealth Management
Missouri
$656K +$22.2K +116 +4%
FAL
1173
Focused Alpha LLC
Colorado
$656K +$15.3K +80 +3%
TCA
1174
Trifecta Capital Advisors
Illinois
$656K +$8.61K +45 +1%
PP
1175
Patron Partners
Texas
$652K -$18.9K -99 -3%
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