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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1251
Edge Capital Group
Georgia
– -$213K -1,433 Closed
A
1252
AJOVista
Massachusetts
– -$209K -1,404 Closed
RW
1253
RVW Wealth
California
– -$209K -1,404 Closed
KI
1254
Keystone Investors
Singapore
– -$207K -1,392 Closed
ACL
1255
Applied Capital LLC
Florida
– -$205K -1,379 Closed
GCM
1256
Gallacher Capital Management
Colorado
– -$205K -1,377 Closed
VC
1257
Vicus Capital
Pennsylvania
– -$203K -1,361 Closed
NCTC
1258
New Covenant Trust Company
Indiana
– -$111K -744 Closed
PAM
1259
Palisade Asset Management
Minnesota
– -$74.4K -500 Closed
HIIFS
1260
Harel Insurance Investments & Financial Services
Israel
– -$57K -385 Closed
FUBT
1261
First United Bank & Trust
Maryland
– -$22.6K -152 Closed
IGWM
1262
ICA Group Wealth Management
Colorado
– -$19.5K -131 Closed
GA
1263
GoalVest Advisory
New York
– -$11.2K -75 Closed
AT
1264
Arlington Trust
Alabama
– -$10.9K -73 Closed
NFSG
1265
Newbridge Financial Services Group
Florida
– -$7.3K -49 Closed
CA
1266
Crewe Advisors
Utah
– -$5.21K -35 Closed
TH
1267
TCTC Holdings
Texas
– -$4.17K -28 Closed
VAG
1268
VisionPoint Advisory Group
Texas
– -$3.57K -24 Closed
GFL
1269
Granite FO LLC
New Hampshire
– -$3.17K -22 Closed
LF
1270
LifeSteps Financial
California
– -$3.13K -21 Closed
TAM
1271
Tucker Asset Management
Colorado
– -$1.79K -12 Closed
CTA
1272
Colonial Trust Advisors
South Carolina
– -$893 -6 Closed
JPWM
1273
Jamison Private Wealth Management
Georgia
– -$745 -5 Closed
TWP
1274
TFO Wealth Partners
Ohio
– -$149 -1 Closed
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