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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1176
Hoey Investments
Pennsylvania
$2.77K – – –
NSIM
1177
North Star Investment Management
Illinois
$2.63K – – –
RTL
1178
Red Tortoise LLC
Georgia
$2.63K – – –
NMG
1179
New Millennium Group
Utah
$2.63K +$2.67K +19 New
RWM
1180
Ruedi Wealth Management
Illinois
$2.63K +$2.67K +19 New
NL
1181
NVWM LLC
Pennsylvania
$2.08K +$1.12K +8 +114%
HBW
1182
Hazlett, Burt & Watson
West Virginia
$2K – – –
BWL
1183
Bogart Wealth LLC
Virginia
$1.94K +$1.96K +14 New
WIA
1184
Wetzel Investment Advisors
Indiana
$1.94K – – –
BHWM
1185
Beaird Harris Wealth Management
Texas
$1.66K – – –
M
1186
MOTCO
Texas
$1.66K – – –
IRC
1187
Investors Research Corp
Georgia
$1.39K – – –
DP
1188
Denver PWM
Colorado
$1.39K +$1.4K +10 New
CAM
1189
ClariVest Asset Management
California
$1.34K -$7.01K -50 -83%
APC
1190
Aspire Private Capital
North Carolina
$1.33K – – –
CPG
1191
Cornerstone Planning Group
New Jersey
$1.05K +$561 +4 +100%
CTWM
1192
Cherry Tree Wealth Management
Minnesota
$1.04K – – –
SFCL
1193
Strengthening Families & Communities LLC
Massachusetts
$1K +$701 +5 New
LWANC
1194
Laurel Wealth Advisors (North Carolina)
North Carolina
$831 – – –
DWA
1195
Delos Wealth Advisors
Texas
$554 – – –
WA
1196
WestEnd Advisors
North Carolina
$277 +$140 +1 +100%
FNWA
1197
Financial Network Wealth Advisors
Utah
$277 +$281 +2 New
NCM
1198
Northwest Capital Management
Oregon
$215 – – –
SFC
1199
Strategic Financial Concepts
Texas
$199 +$4.25M +30,298 New
CCMI
1200
Creative Capital Management Investments
California
$138 +$140 +1 New
46 47
48
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