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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1451
Northwest Wealth Management
Iowa
$308K +$271K +1,450 New
BB
1452
Bell Bank
North Dakota
$308K +$270K +1,446 New
PCH
1453
PGIM Custom Harvest
New Jersey
$308K +$270K +1,445 New
FFA
1454
Fi3 Financial Advisors
Indiana
$307K +$269K +1,443 New
RFP
1455
Root Financial Partners
California
$307K +$269K +1,443 New
DA
1456
Doliver Advisors
Texas
$306K -$2.99K -16 -1%
CAI
1457
Capital Advisors Inc
Oklahoma
$305K +$268K +1,434 New
GFPC
1458
Global Financial Private Client
Florida
$305K +$139K +744 +108%
KWA
1459
Kingswood Wealth Advisors
California
$304K +$266K +1,428 New
RCM
1460
Requisite Capital Management
Texas
$303K +$31.7K +170 +14%
HPM
1461
Hoxton Planning & Management
West Virginia
$303K +$265K +1,422 New
AW
1462
Atlas Wealth
Ohio
$302K +$262K +1,402 New
CBOR
1463
Community Bank of Raymore
Missouri
$301K +$264K +1,416 New
FMP
1464
Financial Management Professionals
Texas
$301K +$16.8K +90 +7%
LS
1465
Leelyn Smith
Illinois
$301K +$264K +1,415 New
MCM
1466
Marathon Capital Management
Maryland
$300K -$4.67K -25 -2%
EBA
1467
Eagle Bay Advisors
New York
$299K +$9.14K +49 +4%
MHC
1468
Meyer Handelman Company
New York
$299K +$262K +1,404 New
IAMOG
1469
Investors Asset Management of Georgia
Georgia
$299K +$262K +1,403 New
PL
1470
Perpetual Ltd
Australia
$298K +$262K +1,402 New
BFA
1471
Beacon Financial Advisory
Ohio
$298K +$261K +1,401 New
C
1472
Covestor
United Kingdom
$298K +$204K +1,095 +354%
HWA
1473
Heartwood Wealth Advisors
Virginia
$298K – – –
FWIA
1474
Fort Washington Investment Advisors
Ohio
$298K +$37.9K +203 +17%
CFG
1475
Carr Financial Group
Massachusetts
$298K +$746 +4 +0.3%
57 58
59
60 61