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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1276
Northwest Wealth Management
Iowa
$627K +$254K +1,142 +79%
SVWAG
1277
Sound View Wealth Advisors Group
Georgia
$627K -$26K -117 -4%
FCG
1278
Fielder Capital Group
Tennessee
$626K +$21.4K +96 +4%
FT
1279
Fiduciary Trust
Massachusetts
$622K +$4.45K +20 +0.8%
AHL
1280
Abel Hall LLC
Louisiana
$621K +$333K +1,497 +140%
SIM
1281
Stratos Investment Management
Ohio
$621K +$9.35K +42 +2%
BM
1282
Berman McAleer
Maryland
$620K +$1.34K +6 +0.2%
ISWM
1283
Independent Solutions Wealth Management
New York
$619K -$11.1K -50 -2%
AWM
1284
Aviso Wealth Management
Washington
$619K +$133K +598 +31%
LOAMU
1285
Lombard Odier Asset Management (USA)
New York
$619K -$1.55M -6,982 -73%
THCM
1286
Taylor Hoffman Capital Management
Virginia
$618K +$225K +1,010 +66%
T
1287
TOBAM
France
$618K +$568K +2,551 New
BMO
1288
Beck Mack & Oliver
New York
$618K – – –
6F
1289
626 Financial
Michigan
$617K – – –
GHA
1290
Good Harbor Advisors
Massachusetts
$610K +$560K +2,516 New
BPW
1291
Bingham Private Wealth
California
$610K +$560K +2,515 New
WI
1292
Wedgewood Investors
Pennsylvania
$609K – – –
GSB
1293
Greenfield Savings Bank
Massachusetts
$603K -$24.9K -112 -4%
SMA
1294
Seven Mile Advisory
New Jersey
$600K -$32.3K -145 -6%
FFB
1295
First Financial Bankshares
Texas
$596K -$1.19M -5,329 -68%
AA
1296
Alta Advisers
United Kingdom
$595K -$245K -1,100 -31%
HSA
1297
HBK Sorce Advisory
Pennsylvania
$593K -$1.11K -5 -0.2%
BAM
1298
Berkshire Asset Management
Pennsylvania
$590K -$124K -555 -19%
FIB
1299
First Interstate Bank
Montana
$589K -$9.57K -43 -2%
WG
1300
Welch Group
Alabama
$588K +$3.12K +14 +0.6%
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