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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1201
StoneX Group
New York
$538K -$173K -829 -22%
RFS
1202
Richardson Financial Services
Massachusetts
$535K +$25.1K +120 +4%
JIC
1203
Johnson Investment Counsel
Ohio
$535K -$290K -1,388 -32%
1IA
1204
1834 Investment Advisors
Wisconsin
$535K -$115K -549 -16%
MAM
1205
Madison Asset Management
Wisconsin
$534K +$6.48K +31 +1%
HAIM
1206
Hunter Associates Investment Management
Pennsylvania
$534K +$4.18K +20 +0.7%
PWMAG
1207
Pinnacle Wealth Management Advisory Group
New Jersey
$533K -$507K -2,426 -45%
ACA
1208
Atlas Capital Advisors
Wyoming
$532K -$598K -2,857 -49%
FPB
1209
First PREMIER Bank
South Dakota
$531K -$51.2K -245 -8%
AMG
1210
Advisors Management Group
Wisconsin
$530K +$349K +1,669 +135%
DIS
1211
Diversified Investment Strategies
Louisiana
$530K – – –
TCM
1212
Tuttle Capital Management
Connecticut
$529K +$606K +2,897 New
CI
1213
Conning Inc
Connecticut
$528K -$102K -487 -14%
TTWM
1214
TCV Trust & Wealth Management
Virginia
$528K -$78K -373 -11%
IFWM
1215
Institute for Wealth Management
Colorado
$525K -$15.3K -73 -2%
XF
1216
XML Financial
Maryland
$524K -$170K -815 -22%
SW
1217
SteelPeak Wealth
California
$523K -$193K -925 -24%
BCM
1218
Bayesian Capital Management
New York
$520K +$596K +2,850 New
FSA
1219
Financial Security Advisor
Virginia
$520K +$2.3K +11 +0.4%
CT
1220
Chicago Trust
Illinois
$518K -$16.7K -80 -3%
IAIM
1221
International Assets Investment Management
Florida
$516K +$40.6K +194 +7%
AWM
1222
Aviso Wealth Management
Washington
$512K +$53.1K +254 +10%
BWP
1223
BSW Wealth Partners
Colorado
$512K -$250K -1,196 -30%
LOAMU
1224
Lombard Odier Asset Management (USA)
New York
$511K +$51.5K +246 +10%
PIP
1225
Peachtree Investment Partners
Florida
$509K -$127K -609 -18%
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