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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1476
OneAscent Financial Services
Alabama
$320K -$331K -1,513 -50%
CCFM
1477
Clear Creek Financial Management
Washington
$320K +$329K +1,503 New
LDB
1478
Lee, Danner & Bass
Tennessee
$319K – – –
PCM
1479
Passive Capital Management
Maryland
$319K -$30.9K -141 -9%
PGWM
1480
Parisi Gray Wealth Management
New Jersey
$318K +$76K +347 +30%
BFA
1481
Buttonwood Financial Advisors
Maryland
$318K – – –
COCM
1482
Charter Oak Capital Management
New Hampshire
$317K -$876 -4 -0.3%
FG
1483
Foster Group
Iowa
$316K +$5.91K +27 +2%
QL
1484
Quarry LP
New York
$315K +$325K +1,484 New
DOA
1485
D'Orazio & Associates
Virginia
$315K -$31.7K -145 -9%
GP
1486
Guardian Partners
Canada
$315K – – –
AC
1487
AlphaCore Capital
California
$315K +$86K +393 +36%
HPIA
1488
Hamilton Point Investment Advisors
North Carolina
$314K – – –
GSWM
1489
Golden State Wealth Management
California
$314K +$68.3K +312 +27%
SIM
1490
Studio Investment Management
Illinois
$313K -$36.1K -165 -10%
LD
1491
Lipe & Dalton
New York
$313K – – –
HI
1492
Human Investing
Oregon
$313K +$438 +2 +0.1%
AA
1493
AF Advisors
California
$311K – – –
RG
1494
Renaissance Group
Kentucky
$310K -$123K -564 -28%
FAFN
1495
First Affirmative Financial Network
Colorado
$310K -$39.8K -182 -11%
BMCM
1496
Bryn Mawr Capital Management
Pennsylvania
$310K -$51K -233 -14%
BW
1497
Blalock Williams
Alabama
$310K +$25.4K +116 +9%
BB
1498
Bell Bank
North Dakota
$308K +$1.09K +5 +0.3%
KWA
1499
Kingswood Wealth Advisors
California
$308K +$4.38K +20 +1%
NWM
1500
Northwest Wealth Management
Iowa
$308K -$657 -3 -0.2%
58 59
60
61 62