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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1301
Western Pacific Wealth Management
Illinois
$588K – – –
CSIC
1302
Clifford Swan Investment Counsel
California
$587K -$1.56K -7 -0.3%
CWM
1303
Chemistry Wealth Management
New York
$586K +$668 +3 +0.1%
PCM
1304
Parsons Capital Management
Rhode Island
$585K – – –
PCM
1305
Pointe Capital Management
Michigan
$585K -$81.7K -367 -13%
PWG
1306
Portside Wealth Group
Utah
$581K -$7.79K -35 -1%
HC
1307
Hara Capital
Washington
$579K – – –
CGL
1308
Clarius Group LLC
Washington
$579K -$5.79K -26 -1%
ZIG
1309
Zullo Investment Group
Pennsylvania
$577K -$79.9K -359 -13%
DWM
1310
Drive Wealth Management
Utah
$576K +$280K +1,258 +112%
SFO
1311
Stokes Family Office
Louisiana
$575K +$23.4K +105 +5%
EWM
1312
Evercore Wealth Management
New York
$573K -$340K -1,529 -39%
NRS
1313
Neville Rodie & Shaw
New York
$573K +$44.5K +200 +9%
UF
1314
Univest Financial
Pennsylvania
$573K +$1.56K +7 +0.3%
TSMHT
1315
Thurston Springer Miller Herd & Titak
Indiana
$571K +$362K +1,625 +222%
RFP
1316
Root Financial Partners
California
$567K +$19.8K +89 +4%
CAL
1317
Capital Advisors Ltd
Ohio
$564K +$223 +1 +0%
PE
1318
PCM Encore
Colorado
$564K +$518K +2,325 New
CSA
1319
Cornerstone Select Advisors
Missouri
$561K – – –
NS
1320
NBC Securities
Alabama
$561K +$314K +1,409 +156%
IPW
1321
Inlet Private Wealth
Florida
$560K +$62.3K +280 +14%
CWA
1322
CM Wealth Advisors
Ohio
$559K +$514K +2,307 New
SWIG
1323
Strategic Wealth Investment Group
Kentucky
$558K -$310K -1,394 -38%
FNFDCM
1324
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$556K – – –
TFA
1325
Toth Financial Advisory
Virginia
$554K -$846K -3,799 -62%
51 52
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