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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1351
Tanager Wealth Management
United Kingdom
$365K +$320K +1,715 New
DMBA
1352
Deseret Mutual Benefit Administrators
Utah
$364K +$111K +593 +53%
LIM
1353
Leavell Investment Management
Alabama
$364K +$319K +1,710 New
CF
1354
Claris Financial
Virginia
$363K +$319K +1,708 New
AWM
1355
Ariadne Wealth Management
California
$363K +$312K +1,671 New
BWA
1356
Burt Wealth Advisors
Maryland
$362K +$318K +1,703 New
PSP
1357
Principal Street Partners
Tennessee
$361K +$317K +1,698 New
HP
1358
Holistic Planning
Texas
$361K +$317K +1,697 New
BMCM
1359
Bryn Mawr Capital Management
Pennsylvania
$360K +$95.2K +510 +43%
FCFC
1360
First Citizens Financial Corp
Iowa
$357K +$313K +1,677 New
CWM
1361
Cornerstone Wealth Management
Missouri
$357K +$8.77K +47 +3%
CCG
1362
Cypress Capital Group
Florida
$357K +$18.7K +100 +6%
HP
1363
Hilltop Partners
Indiana
$356K +$7.09K +38 +2%
MA
1364
MJP Associates
Connecticut
$355K +$311K +1,667 New
OL
1365
OneFund LLC
Florida
$354K +$310K +1,662 New
AIM
1366
Alhambra Investment Management
Florida
$354K -$103K -551 -25%
PA
1367
Probity Advisors
Texas
$353K – – –
PCM
1368
Passive Capital Management
Maryland
$353K +$33.4K +179 +12%
FMI
1369
F/M Investments
District of Columbia
$353K -$2.61K -14 -0.8%
EFG
1370
Ethos Financial Group
Pennsylvania
$351K +$34.9K +187 +13%
TA
1371
TFB Advisors
Kansas
$351K +$20.9K +112 +7%
CLOS
1372
Compagnie Lombard Odier SCmA
Switzerland
$351K – – –
PIA
1373
Pinion Investment Advisors
Kansas
$351K -$11K -59 -3%
HWA
1374
HHM Wealth Advisors
Tennessee
$350K +$243K +1,301 +379%
RFA
1375
Resurgent Financial Advisors
Georgia
$350K +$8.4K +45 +3%
53 54
55
56 57