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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1276
Alta Advisers
United Kingdom
$493K – – –
BPW
1277
Bingham Private Wealth
California
$492K -$191 -1 -0%
SIM
1278
Stratos Investment Management
Ohio
$491K -$2.68K -14 -0.6%
VA
1279
Valmark Advisers
Ohio
$489K +$28.3K +148 +6%
CAL
1280
Capital Analysts LLC
Pennsylvania
$488K +$89.9K +470 +24%
WPWM
1281
Western Pacific Wealth Management
Illinois
$487K – – –
WG
1282
Welch Group
Alabama
$484K – – –
DWM
1283
Drive Wealth Management
Utah
$483K +$243K +1,271 +112%
ISWM
1284
Independent Solutions Wealth Management
New York
$481K -$24.9K -130 -5%
HC
1285
Hara Capital
Washington
$479K – – –
SIC
1286
Sage Investment Counsel
Tennessee
$479K -$9.56K -50 -2%
FWI
1287
Facet Wealth Inc
Maryland
$479K +$163K +851 +55%
FIB
1288
First Interstate Bank
Montana
$479K +$12.2K +64 +3%
JFGLC
1289
Johnson Financial Group LLC (Colorado)
Colorado
$476K +$122K +640 +37%
HCM
1290
Hodges Capital Management
Texas
$473K +$451K +2,359 New
AFS
1291
Axiom Financial Strategies
Indiana
$472K +$28.9K +151 +7%
SP
1292
SmartHarvest Portfolios
Washington
$469K -$6.12K -32 -1%
QFW
1293
QTR Family Wealth
Florida
$465K +$443K +2,317 New
PCM
1294
Parsons Capital Management
Rhode Island
$463K – – –
NWM
1295
Northwest Wealth Management
Iowa
$463K +$143K +749 +48%
WIC
1296
Woodmont Investment Counsel
Tennessee
$461K +$64.7K +338 +17%
PCM
1297
Pointe Capital Management
Michigan
$459K – – –
CWP
1298
Curated Wealth Partners
California
$459K -$639K -3,340 -59%
CFO
1299
CVA Family Office
Colorado
$459K -$27.2K -142 -6%
OAM
1300
Ostrum Asset Management
France
$458K -$705K -3,684 -62%
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