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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1401
Gallacher Capital Management
Colorado
$336K +$294K +1,577 New
FSA
1402
Fort Sheridan Advisors
Illinois
$332K +$291K +1,559 New
SFC
1403
SYM Financial Corp
Indiana
$332K +$291K +1,559 New
PP
1404
Patten & Patten
Tennessee
$331K +$290K +1,555 New
MHR
1405
Matthew Hamilton Rosenberg
$330K +$933 +5 +0.3%
DBRC
1406
D.B. Root & Company
Pennsylvania
$330K +$17.2K +92 +6%
HWA
1407
Heritage Wealth Advisors
Virginia
$329K +$48.9K +262 +20%
AGWCA
1408
Annis Gardner Whiting Capital Advisors
Florida
$329K +$71.1K +381 +33%
PIFP
1409
Partners in Financial Planning
Virginia
$329K +$6.34K +34 +2%
THCM
1410
Taylor Hoffman Capital Management
Virginia
$328K – – –
JSAM
1411
J. Safra Asset Management
New York
$327K +$214K +1,146 +294%
WRPWM
1412
Werba Rubin Papier Wealth Management
California
$326K +$286K +1,534 New
CRIG
1413
Charter Research & Investment Group
Connecticut
$326K – – –
SWM
1414
SeaCrest Wealth Management
New York
$324K +$284K +1,524 New
WCFA
1415
Walkner Condon Financial Advisors
Wisconsin
$324K +$40.3K +216 +17%
WLG
1416
Williamson Legacy Group
Indiana
$323K +$284K +1,520 New
MCM
1417
Monument Capital Management
Virginia
$323K +$283K +1,519 New
ESB
1418
Essex Savings Bank
Connecticut
$322K +$69.2K +371 +32%
BFG
1419
Berger Financial Group
Minnesota
$322K +$283K +1,514 New
GP
1420
Guardian Partners
Canada
$322K – – –
MAC
1421
Mason & Associates (California)
California
$321K +$282K +1,511 New
ICM
1422
IMS Capital Management
Oregon
$320K – – –
SWGC
1423
Summit Wealth Group (Colorado)
Colorado
$320K +$281K +1,505 New
DA
1424
Dillon & Associates
Michigan
$320K +$373 +2 +0.1%
LDB
1425
Lee, Danner & Bass
Tennessee
$320K +$280K +1,502 New
55 56
57
58 59