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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1476
PVG Asset Management
Colorado
$340K +$55.3K +289 +21%
MAM
1477
Mainsail Asset Management
Alabama
$340K +$313K +1,635 New
FCFC
1478
First Citizens Financial Corp
Iowa
$340K -$16.6K -87 -5%
SB
1479
Strategic Blueprint
Georgia
$339K -$28.9K -151 -8%
AAG
1480
Asset Advisory Group
New Jersey
$336K – – –
HP
1481
Hilltop Partners
Indiana
$336K – – –
FH
1482
FWG Holdings
Florida
$335K +$4.59K +24 +1%
HP
1483
Holistic Planning
Texas
$335K +$14.2K +74 +5%
PFGIA
1484
Patriot Financial Group Insurance Agency
Massachusetts
$335K -$347K -1,816 -52%
AFW
1485
Avantra Family Wealth
Pennsylvania
$335K -$120K -626 -27%
NCM
1486
Next Capital Management
New York
$335K – – –
KMWM
1487
Keudell/Morrison Wealth Management
Oregon
$334K -$18.7K -98 -6%
CAAS
1488
Capital Asset Advisory Services
Michigan
$334K +$383 +2 +0.1%
EDRH
1489
Edmond de Rothschild Holding
Switzerland
$333K +$318K +1,660 New
VCM
1490
Voleon Capital Management
California
$332K -$68.7K -359 -18%
EM
1491
ELCO Management
New York
$332K +$47.8K +250 +18%
CCG
1492
Cypress Capital Group
Florida
$331K – – –
MM
1493
MQS Management
New York
$331K +$20.9K +109 +7%
AIP
1494
Almanack Investment Partners
Pennsylvania
$330K -$383 -2 -0.1%
FMI
1495
F/M Investments
District of Columbia
$330K -$191 -1 -0.1%
SP
1496
Stonebrook Private
Michigan
$328K +$39K +204 +14%
WCA
1497
Westover Capital Advisors
Delaware
$327K – – –
AGA
1498
Accuvest Global Advisors
Utah
$327K +$312K +1,631 New
DWS
1499
Dynamic Wealth Strategies
California
$327K +$56K +293 +22%
AAM
1500
Auxier Asset Management
Oregon
$326K – – –
58 59
60
61 62