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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1526
Princeton Capital Management
New Jersey
$312K – – –
WCFA
1527
Walkner Condon Financial Advisors
Wisconsin
$312K +$27K +141 +10%
PP
1528
Patten & Patten
Tennessee
$312K – – –
CCA
1529
Childress Capital Advisors
Texas
$311K -$19.1K -100 -6%
BI
1530
Beckerman Institutional
New Jersey
$311K – – –
TNA
1531
True North Advisors
Texas
$310K +$76.1K +398 +35%
PIFP
1532
Partners in Financial Planning
Virginia
$310K – – –
FMP
1533
Financial Management Professionals
Texas
$310K -$2.49K -13 -0.8%
BW
1534
BIP Wealth
Georgia
$309K +$295K +1,542 New
PT
1535
Plimoth Trust
Massachusetts
$309K -$956 -5 -0.3%
AWM
1536
Accel Wealth Management
Iowa
$309K +$574 +3 +0.2%
MMHP
1537
Murphy Middleton Hinkle & Parker
Georgia
$308K – – –
UA
1538
URS Advisory
Florida
$308K +$1.34K +7 +0.5%
DOA
1539
D'Orazio & Associates
Virginia
$308K +$9.56K +50 +3%
FFG
1540
First Financial Group
North Carolina
$308K -$9.56K -50 -3%
CRIG
1541
Charter Research & Investment Group
Connecticut
$308K – – –
GPW
1542
Genesis Private Wealth
Virginia
$307K +$2.68K +14 +0.9%
CSIC
1543
Clifford Swan Investment Counsel
California
$307K -$170K -890 -37%
KF
1544
Kelsey Financial
California
$307K – – –
RW
1545
RVW Wealth
California
$307K – – –
AWG
1546
Altus Wealth Group
Colorado
$306K +$32.9K +172 +13%
EL
1547
EWA LLC
Pennsylvania
$305K +$14.3K +75 +5%
GI
1548
GLOBALT Investments
Georgia
$305K -$772K -4,036 -73%
EFA
1549
Evernest Financial Advisors
Indiana
$305K +$1.15K +6 +0.4%
CA
1550
Claro Advisors
Massachusetts
$305K +$69.6K +364 +31%
60 61
62
63 64