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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1526
Gallacher Capital Management
Colorado
$374K – – –
HWA
1527
Heritage Wealth Advisors
Virginia
$373K -$1.34K -6 -0.4%
5NPW
1528
55 North Private Wealth
Florida
$372K +$342K +1,535 New
CRIG
1529
Charter Research & Investment Group
Connecticut
$372K – – –
MAC
1530
Mason & Associates (California)
California
$372K +$1.78K +8 +0.5%
KF
1531
Kelsey Financial
California
$371K +$341K +1,531 New
VC
1532
Vicus Capital
Pennsylvania
$371K -$386K -1,735 -53%
EFG
1533
Elevated Financial Group
Indiana
$371K +$341K +1,530 New
WAG
1534
Winthrop Advisory Group
Massachusetts
$371K -$13.4K -60 -4%
ESB
1535
Essex Savings Bank
Connecticut
$371K +$2K +9 +0.6%
UA
1536
URS Advisory
Florida
$369K +$339K +1,524 New
RRA
1537
Red Reef Advisors
Florida
$369K +$339K +1,521 New
UAG
1538
United Advisor Group
Ohio
$369K +$84.6K +380 +33%
BFG
1539
Berger Financial Group
Minnesota
$367K +$890 +4 +0.3%
MB
1540
MidFirst Bank
Oklahoma
$367K +$547K +2,459 New
GWANC
1541
Guardian Wealth Advisors (North Carolina)
North Carolina
$366K -$14K -63 -4%
CF
1542
Convergence Financial
Missouri
$366K -$64.3K -289 -16%
CCFM
1543
Clear Creek Financial Management
Washington
$364K -$445 -2 -0.1%
PCM
1544
Passive Capital Management
Maryland
$364K – – –
DA
1545
Dillon & Associates
Michigan
$363K – – –
BFA
1546
Buttonwood Financial Advisors
Maryland
$362K – – –
DOA
1547
D'Orazio & Associates
Virginia
$361K +$1.11K +5 +0.3%
RG
1548
Renaissance Group
Kentucky
$360K +$5.34K +24 +2%
AIA
1549
Arbor Investment Advisors
North Carolina
$359K -$308K -1,383 -48%
COCM
1550
Charter Oak Capital Management
New Hampshire
$359K -$1.78K -8 -0.5%
60 61
62
63 64