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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1151
HCR Wealth Advisors
California
$696K -$4.97K -26 -0.7%
PWPS
1152
Pinnacle Wealth Planning Services
Ohio
$693K +$5.36K +28 +0.8%
EA
1153
Everpar Advisors
Oklahoma
$693K +$32.1K +168 +5%
AFGAS
1154
Allegiance Financial Group Advisory Services
Virginia
$693K +$271K +1,417 +70%
MAG
1155
Meadowbrook Advisors Group
New Jersey
$684K +$244K +1,277 +60%
GJWM
1156
Gilliland Jeter Wealth Management
Arkansas
$682K +$1.72K +9 +0.3%
AC
1157
Addison Capital
Pennsylvania
$681K -$280K -1,462 -30%
PWM
1158
Power Wealth Management
Georgia
$679K -$171K -896 -21%
S
1159
SimplyRich
California
$677K – – –
OL
1160
Optas LLC
Texas
$677K -$62.9K -329 -9%
DJSG
1161
D.J. St. Germain
Massachusetts
$677K -$143K -747 -18%
EWM
1162
Evercore Wealth Management
New York
$674K +$191K +1,000 +42%
PCG
1163
Prosperity Consulting Group
Maryland
$674K -$582K -3,041 -48%
AAG
1164
Armstrong Advisory Group
Massachusetts
$673K +$383 +2 +0.1%
SW
1165
SVB Wealth
Massachusetts
$672K -$96.8K -506 -13%
JIC
1166
Joel Isaacson & Co
New York
$664K +$16.1K +84 +3%
BCWM
1167
Bartlett & Co Wealth Management
Ohio
$663K +$1.91K +10 +0.3%
KCM
1168
Kendall Capital Management
Maryland
$663K -$116K -605 -15%
AIM
1169
Acropolis Investment Management
Missouri
$663K -$13.2K -69 -2%
ZF
1170
Zhang Financial
Michigan
$662K +$10.1K +53 +2%
ISL
1171
Ingalls & Snyder LLC
New York
$662K – – –
OP
1172
Oslo Pensjonsforsikring
$662K +$57.8K +302 +10%
CIA
1173
Caerus Investment Advisors
Texas
$657K +$626K +3,275 New
TWIM
1174
TIAA Wealth Investment Management
New York
$657K +$21K +110 +3%
CWM
1175
Cornerstone Wealth Management
Missouri
$656K +$22.2K +116 +4%
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