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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
1526
Partners in Financial Planning
Virginia
$310K – – –
FMP
1527
Financial Management Professionals
Texas
$310K -$2.49K -13 -0.8%
BW
1528
BIP Wealth
Georgia
$309K +$295K +1,542 New
PT
1529
Plimoth Trust
Massachusetts
$309K -$956 -5 -0.3%
AWM
1530
Accel Wealth Management
Iowa
$309K +$574 +3 +0.2%
MMHP
1531
Murphy Middleton Hinkle & Parker
Georgia
$308K – – –
UA
1532
URS Advisory
Florida
$308K +$1.34K +7 +0.5%
DOA
1533
D'Orazio & Associates
Virginia
$308K +$9.56K +50 +3%
FFG
1534
First Financial Group
North Carolina
$308K -$9.56K -50 -3%
CRIG
1535
Charter Research & Investment Group
Connecticut
$308K – – –
GPW
1536
Genesis Private Wealth
Virginia
$307K +$2.68K +14 +0.9%
CSIC
1537
Clifford Swan Investment Counsel
California
$307K -$170K -890 -37%
KF
1538
Kelsey Financial
California
$307K – – –
RW
1539
RVW Wealth
California
$307K – – –
AWG
1540
Altus Wealth Group
Colorado
$306K +$32.9K +172 +13%
EL
1541
EWA LLC
Pennsylvania
$305K +$14.3K +75 +5%
GI
1542
GLOBALT Investments
Georgia
$305K -$772K -4,036 -73%
EFA
1543
Evernest Financial Advisors
Indiana
$305K +$1.15K +6 +0.4%
CA
1544
Claro Advisors
Massachusetts
$305K +$69.6K +364 +31%
SL
1545
Salomon & Ludwin
Virginia
$305K +$33.5K +175 +13%
QFP
1546
Quantum Financial Partners
Kansas
$304K +$290K +1,518 New
FSA
1547
Fort Sheridan Advisors
Illinois
$303K -$33.5K -175 -10%
DA
1548
Dillon & Associates
Michigan
$302K -$383 -2 -0.1%
BMC
1549
Benin Management Corp
Connecticut
$301K – – –
CF
1550
Convergence Financial
Missouri
$300K +$286K +1,494 New
60 61
62
63 64