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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1501
Humankind Investments
New York
$307K -$30.2K -138 -9%
HWA
1502
HHM Wealth Advisors
Tennessee
$307K -$43.6K -199 -12%
FGWP
1503
Founders Grove Wealth Partners
Virginia
$307K +$21.5K +98 +7%
CAI
1504
Capital Advisors Inc
Oklahoma
$307K +$1.75K +8 +0.6%
BFA
1505
Beacon Financial Advisory
Ohio
$306K +$7.88K +36 +3%
DA
1506
Doliver Advisors
Texas
$305K -$657 -3 -0.2%
IP
1507
Ignite Planners
California
$305K +$314K +1,434 New
CWM
1508
Centric Wealth Management
Illinois
$304K +$9.41K +43 +3%
FMP
1509
Financial Management Professionals
Texas
$302K +$1.53K +7 +0.5%
GFPC
1510
Global Financial Private Client
Florida
$302K -$2.85K -13 -0.9%
GPW
1511
Genesis Private Wealth
Virginia
$301K -$17.3K -79 -5%
CMAI
1512
Capital Management Associates Inc
Minnesota
$300K +$309K +1,411 New
MCM
1513
Marathon Capital Management
Maryland
$300K – – –
MFG
1514
Magnus Financial Group
New York
$299K +$308K +1,407 New
RLH
1515
RD Lewis Holdings
Florida
$299K -$13.8K -63 -4%
MHC
1516
Meyer Handelman Company
New York
$298K – – –
IAMOG
1517
Investors Asset Management of Georgia
Georgia
$298K – – –
CFG
1518
Carr Financial Group
Massachusetts
$298K +$657 +3 +0.2%
AW
1519
Atlas Wealth
Ohio
$298K – – –
CCM
1520
Colorado Capital Management
Colorado
$298K +$306K +1,400 New
HWA
1521
Heartwood Wealth Advisors
Virginia
$297K – – –
GBT
1522
Grove Bank & Trust
Florida
$297K – – –
BMC
1523
Benin Management Corp
Connecticut
$294K – – –
QCM
1524
Qsemble Capital Management
New York
$294K +$302K +1,381 New
NF
1525
Nikulski Financial
Iowa
$292K – – –
59 60
61
62 63