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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
1226
Investment House LLC
California
– -$207K -1,278 Closed
MMG
1227
Monetary Management Group
Missouri
– -$202K -1,250 Closed
CWM
1228
Chesapeake Wealth Management
Virginia
– -$201K -1,240 Closed
HTC
1229
Haverford Trust Company
Pennsylvania
– -$200K -1,235 Closed
JIR
1230
James Investment Research
Ohio
– -$173K -1,068 Closed
PWM
1231
Prentice Wealth Management
New York
– -$162K -1,000 Closed
CI
1232
CX Institutional
Indiana
– -$146K -904 Closed
BAM
1233
Belpointe Asset Management
Nevada
– -$107K -659 Closed
GRP
1234
Global Retirement Partners
California
– -$105K -649 Closed
CFA
1235
Cahill Financial Advisors
Minnesota
– -$80K -494 Closed
DOA
1236
D'Orazio & Associates
Virginia
– -$45K -276 Closed
BMD
1237
Better Money Decisions
New Mexico
– -$30K -186 Closed
RA
1238
Resolute Advisors
California
– -$18K -110 Closed
RMC
1239
Resources Management Corp
Connecticut
– -$16K -100 Closed
GKWIM
1240
Gerber Kawasaki Wealth & Investment Management
California
– -$14K -89 Closed
AWMS
1241
Advocacy Wealth Management Services
Georgia
– -$14K -87 Closed
SSC
1242
Syverson Strege & Co
Iowa
– -$12K -74 Closed
EWA
1243
Evolution Wealth Advisors
Florida
– -$7K -43 Closed
LWM
1244
Liberty Wealth Management
California
– -$6K -38 Closed
BAM
1245
Baldrige Asset Management
Pennsylvania
– -$6K -35 Closed
GPA
1246
Guidance Point Advisors
Massachusetts
– -$5K -33 Closed
HI
1247
Hoey Investments
Pennsylvania
– -$5K -31 Closed
WLPWM
1248
Walled Lake Planning & Wealth Management
Illinois
– -$4K -26 Closed
RTL
1249
Red Tortoise LLC
Georgia
– -$2K -19 Closed
AWM
1250
Avior Wealth Management
Nebraska
– -$2K -17 Closed
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