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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1526
Charter Research & Investment Group
Connecticut
$280K – – –
RW
1527
RVW Wealth
California
$279K -$4.6K -22 -1%
KF
1528
Kelsey Financial
California
$279K – – –
RIA
1529
Regal Investment Advisors
Michigan
$279K -$29.9K -143 -9%
UA
1530
URS Advisory
Florida
$279K +$1.25K +6 +0.4%
MWA
1531
Medallion Wealth Advisors
Connecticut
$279K -$9.41K -45 -3%
CA
1532
Cornerstone Advisory
Maryland
$277K +$318K +1,521 New
MHC
1533
May Hill Capital
Massachusetts
$277K -$14K -67 -4%
GPW
1534
Genesis Private Wealth
Virginia
$277K +$10K +48 +3%
VWA
1535
Visionary Wealth Advisors
Illinois
$276K +$126K +600 +66%
HFS
1536
Howard Financial Services
Texas
$275K +$70.3K +336 +29%
EBA
1537
Eagle Bay Advisors
New York
$275K +$34.9K +167 +12%
GCM
1538
Gallacher Capital Management
Colorado
$275K -$7.95K -38 -2%
PAM
1539
PVG Asset Management
Colorado
$274K +$93.1K +445 +46%
SC
1540
Sapient Capital
Indiana
$274K -$64.4K -308 -17%
BMC
1541
Benin Management Corp
Connecticut
$273K +$23.6K +113 +8%
DA
1542
Dillon & Associates
Michigan
$273K – – –
DOA
1543
D'Orazio & Associates
Virginia
$271K -$418 -2 -0.1%
5NPW
1544
55 North Private Wealth
Florida
$271K -$10.9K -52 -3%
AIA
1545
Arbor Investment Advisors
North Carolina
$270K – – –
UAG
1546
United Advisor Group
Ohio
$270K -$8.37K -40 -3%
AWM
1547
Ariadne Wealth Management
California
$270K -$36.8K -176 -11%
HPIA
1548
Hamilton Point Investment Advisors
North Carolina
$270K – – –
EC
1549
EntryPoint Capital
New York
$269K +$308K +1,473 New
SIA
1550
SGL Investment Advisors
Montana
$269K +$5.44K +26 +2%
60 61
62
63 64