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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1326
Pettee Investors
Connecticut
$437K – – –
SEM
1327
Strategic Equity Management
Arizona
$436K +$92.8K +424 +26%
BWP
1328
Barlow Wealth Partners
Kentucky
$435K – – –
SPWM
1329
Schrum Private Wealth Management
Florida
$434K -$89.1K -407 -17%
MT
1330
Midwest Trust
Kansas
$434K +$1.97K +9 +0.4%
IAIM
1331
International Assets Investment Management
Florida
$434K – – –
JC
1332
JBGlobal.com
New York
$432K +$219 +1 +0%
SS
1333
Sunbelt Securities
Texas
$432K +$56.3K +257 +14%
IPW
1334
Inlet Private Wealth
Florida
$431K +$19K +87 +4%
WF
1335
Warner Financial
Maryland
$431K – – –
FBB
1336
Fulton Breakefield Broenniman
Maryland
$431K -$1.31K -6 -0.3%
CSPIA
1337
Cary Street Partners Investment Advisory
Virginia
$430K +$40.5K +185 +10%
SC
1338
Sepio Capital
Utah
$429K +$210K +957 +90%
GA
1339
Greenspring Advisors
Maryland
$429K +$442K +2,018 New
FCM
1340
Fieldview Capital Management
Michigan
$428K +$441K +2,013 New
BFC
1341
Bedel Financial Consulting
Indiana
$427K -$5.69K -26 -1%
V
1342
VeraBank
Texas
$427K – – –
1W
1343
1776 Wealth
Georgia
$425K – – –
ERWM
1344
Elk River Wealth Management
Colorado
$425K – – –
WA
1345
Wilmar Advisors
Florida
$425K – – –
SDIC
1346
South Dakota Investment Council
South Dakota
$425K +$438K +2,000 New
CWG
1347
Cornerstone Wealth Group
North Carolina
$425K +$37.2K +170 +9%
MWM
1348
MGB Wealth Management
Texas
$425K – – –
MWM
1349
Marion Wealth Management
Pennsylvania
$424K – – –
MFA
1350
Mayflower Financial Advisors
Massachusetts
$423K +$7.44K +34 +2%
52 53
54
55 56