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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1301
Parsons Capital Management
Rhode Island
$421K -$22K -105 -4%
MA
1302
MONECO Advisors
Connecticut
$421K +$38.3K +183 +9%
AFW
1303
Avantra Family Wealth
Pennsylvania
$419K +$306K +1,465 +177%
PCM
1304
Pointe Capital Management
Michigan
$418K -$25.5K -122 -5%
VA
1305
Valmark Advisers
Ohio
$417K -$83.3K -398 -15%
NGA
1306
Naples Global Advisors
Florida
$416K +$8.16K +39 +2%
BCA
1307
Bay Colony Advisors
Massachusetts
$416K -$68.4K -327 -13%
CFO
1308
Cambient Family Office
Michigan
$414K +$75.3K +360 +19%
RHAM
1309
Round Hill Asset Management
California
$414K -$409K -1,956 -46%
MFA
1310
Mayflower Financial Advisors
Massachusetts
$413K +$56.3K +269 +13%
TC
1311
TownSquare Capital
Utah
$413K +$226K +1,082 +91%
SWIG
1312
Strategic Wealth Investment Group
Kentucky
$411K -$9.83K -47 -2%
JRPCML
1313
J. R. Prunier Capital Management LLC
Massachusetts
$410K – – –
GWP
1314
Gateway Wealth Partners
Wisconsin
$409K +$469K +2,244 New
BWP
1315
Barlow Wealth Partners
Kentucky
$408K – – –
RTC
1316
Riverview Trust Company
Washington
$407K – – –
DMBA
1317
Deseret Mutual Benefit Administrators
Utah
$407K +$202K +966 +76%
AFA
1318
AA Financial Advisors
Ohio
$405K -$7.95K -38 -2%
JJBC
1319
James J. Burns & Company
New York
$404K – – –
HPM
1320
Hoxton Planning & Management
West Virginia
$403K -$5.44K -26 -1%
AIA
1321
AssuredPartners Investment Advisors
Florida
$403K -$2.51K -12 -0.5%
AFS
1322
Axiom Financial Strategies
Indiana
$401K +$81.2K +388 +21%
LSIA
1323
LaSalle St. Investment Advisors
Illinois
$400K -$6.48K -31 -1%
PWP
1324
Perfromance Wealth Partners
Illinois
$400K +$3.14K +15 +0.7%
SCM
1325
Sterling Capital Management
North Carolina
$399K -$6.77M -32,386 -94%
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