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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1401
City State Bank
Iowa
$352K – – –
IP
1402
Indivisible Partners
Florida
$350K +$1.67K +8 +0.4%
IIL
1403
Income Insurance Ltd
$349K – – –
SC
1404
Sepio Capital
Utah
$346K +$3.97K +19 +1%
SFA
1405
Souders Financial Advisors
Ohio
$346K -$192K -920 -33%
EFG
1406
Ethos Financial Group
Pennsylvania
$345K -$9.83K -47 -2%
LIM
1407
Leavell Investment Management
Alabama
$344K – – –
ZBNA
1408
Zions Bancorporation, National Association
Utah
$344K -$377K -1,801 -49%
CIM
1409
CIM Investment Management
Pennsylvania
$344K -$2.09K -10 -0.5%
CH
1410
Cromwell Holdings
Wyoming
$343K -$5.02K -24 -1%
DAS
1411
Diversify Advisory Services
Utah
$343K -$741K -3,542 -66%
VCM
1412
Virtue Capital Management
Tennessee
$343K +$209 +1 +0.1%
CCM
1413
Cohen Capital Management
California
$342K +$184K +880 +88%
CAAS
1414
Capital Asset Advisory Services
Michigan
$342K -$187K -892 -35%
BB
1415
Berkshire Bank
Massachusetts
$342K -$16.1K -77 -4%
PFA
1416
Pure Financial Advisors
California
$341K +$40.6K +194 +12%
ML
1417
McAdam LLC
Pennsylvania
$341K +$84.3K +403 +28%
FBT
1418
First Bank & Trust
South Dakota
$340K -$10.7K -51 -3%
QFA
1419
Quantum Financial Advisors
California
$340K -$7.32K -35 -2%
NI
1420
Natural Investments
California
$339K +$14.9K +71 +4%
GP
1421
Guardian Partners
Canada
$338K -$62.5K -299 -14%
SB
1422
Strategic Blueprint
Georgia
$336K -$635K -3,038 -62%
WPW
1423
Waldron Private Wealth
Pennsylvania
$336K +$15.5K +74 +4%
PA
1424
Procyon Advisors
Connecticut
$336K -$239K -1,142 -38%
FNB
1425
Farmers National Bank
Kentucky
$335K – – –
55 56
57
58 59