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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1376
Pettee Investors
Connecticut
$498K – – –
SPWM
1377
Schrum Private Wealth Management
Florida
$495K – – –
BWP
1378
Barlow Wealth Partners
Kentucky
$492K – – –
MWM
1379
Meridian Wealth Management
Kentucky
$492K -$1.64M -7,374 -78%
WF
1380
Warner Financial
Maryland
$492K – – –
BFC
1381
Bedel Financial Consulting
Indiana
$487K +$445 +2 +0.1%
HBT
1382
Hills Bank & Trust
Iowa
$487K +$39.4K +177 +10%
1W
1383
1776 Wealth
Georgia
$485K – – –
ERWM
1384
Elk River Wealth Management
Colorado
$485K – – –
MFA
1385
Mayflower Financial Advisors
Massachusetts
$484K +$1.34K +6 +0.3%
LA
1386
LVW Advisors
New York
$484K +$26.7K +120 +6%
GP
1387
Guardian Partners
Canada
$484K +$150K +675 +46%
VFP
1388
Verus Financial Partners
Virginia
$483K -$65.4K -294 -12%
WIC
1389
Woodmont Investment Counsel
Tennessee
$483K -$56.1K -252 -11%
SFC
1390
SYM Financial Corp
Indiana
$481K +$87.7K +394 +25%
ACA
1391
Arsenal Capital Advisors
Pennsylvania
$480K +$441K +1,982 New
FOA
1392
Five Oceans Advisors
California
$480K -$445 -2 -0.1%
FBB
1393
Fulton Breakefield Broenniman
Maryland
$478K -$12.2K -55 -3%
VCM
1394
Virtue Capital Management
Tennessee
$477K +$428K +1,922 New
SS
1395
Sunbelt Securities
Texas
$474K -$17.1K -77 -4%
BB
1396
Berkshire Bank
Massachusetts
$473K -$7.57K -34 -2%
CSPIA
1397
Cary Street Partners Investment Advisory
Virginia
$472K -$16K -72 -4%
PPG
1398
Peak Planning Group
Colorado
$472K +$434K +1,948 New
CAL
1399
Capital Analysts LLC
Pennsylvania
$472K +$40.1K +180 +10%
CBT
1400
CoreFirst Bank & Trust
Kansas
$470K – – –
54 55
56
57 58