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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1451
Patten & Patten
Tennessee
$331K – – –
KA
1452
Klingman & Associates
New York
$331K +$21K +96 +7%
MHR
1453
Matthew Hamilton Rosenberg
$330K – – –
BI
1454
Beckerman Institutional
New Jersey
$330K -$6.13K -28 -2%
MHC
1455
May Hill Capital
Massachusetts
$330K +$17.5K +80 +5%
HWA
1456
Heritage Wealth Advisors
Virginia
$329K – – –
PIFP
1457
Partners in Financial Planning
Virginia
$328K – – –
GCM
1458
Gallacher Capital Management
Colorado
$328K -$7.44K -34 -2%
RW
1459
RVW Wealth
California
$328K -$8.32K -38 -2%
THCM
1460
Taylor Hoffman Capital Management
Virginia
$327K – – –
MMHP
1461
Murphy Middleton Hinkle & Parker
Georgia
$327K +$1.53K +7 +0.5%
CRIG
1462
Charter Research & Investment Group
Connecticut
$326K – – –
AWM
1463
Accurate Wealth Management
Florida
$326K +$333K +1,521 New
APC
1464
Aspire Private Capital
North Carolina
$325K -$67.4K -308 -17%
FFN
1465
Focus Financial Network
Minnesota
$325K +$83K +379 +33%
MAC
1466
Mason & Associates (California)
California
$324K +$3.06K +14 +0.9%
MAG
1467
Mayfair Advisory Group
Alabama
$324K – – –
LS
1468
Leelyn Smith
Illinois
$324K +$23.6K +108 +8%
ESB
1469
Essex Savings Bank
Connecticut
$323K +$1.31K +6 +0.4%
MCM
1470
Monument Capital Management
Virginia
$323K – – –
AWM
1471
Angeles Wealth Management
California
$322K +$5.25K +24 +2%
BFG
1472
Berger Financial Group
Minnesota
$321K -$657 -3 -0.2%
ML
1473
McAdam LLC
Pennsylvania
$320K +$4.82K +22 +1%
DA
1474
Dillon & Associates
Michigan
$320K – – –
FFA
1475
Fi3 Financial Advisors
Indiana
$320K +$13.4K +61 +4%
57 58
59
60 61