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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1551
Hamilton Point Investment Advisors
North Carolina
$358K – – –
EW
1552
Expressive Wealth
Illinois
$358K +$329K +1,477 New
GPW
1553
Genesis Private Wealth
Virginia
$356K +$12K +54 +4%
AA
1554
AF Advisors
California
$355K – – –
ML
1555
McAdam LLC
Pennsylvania
$355K -$9.13K -41 -3%
FCM
1556
Fortis Capital Management
Washington
$354K +$325K +1,459 New
FH
1557
FWG Holdings
Florida
$353K +$223 +1 +0.1%
BB
1558
Bell Bank
North Dakota
$352K – – –
IWM
1559
Iams Wealth Management
Nebraska
$351K +$323K +1,449 New
GSWM
1560
Golden State Wealth Management
California
$351K -$6.46K -29 -2%
HWA
1561
HHM Wealth Advisors
Tennessee
$350K – – –
DA
1562
Doliver Advisors
Texas
$348K – – –
APC
1563
Aspire Private Capital
North Carolina
$348K -$21.1K -95 -6%
LD
1564
Lipe & Dalton
New York
$347K -$9.79K -44 -3%
FM
1565
Family Management
New York
$346K +$318K +1,429 New
GFPC
1566
Global Financial Private Client
Florida
$346K +$1.56K +7 +0.5%
WWC
1567
Waypoint Wealth Counsel
Georgia
$345K +$81.7K +367 +35%
CFG
1568
Carr Financial Group
Massachusetts
$343K +$3.12K +14 +1%
SC
1569
Searle & Co
Connecticut
$343K +$315K +1,415 New
EL
1570
EWA LLC
Pennsylvania
$343K +$22.5K +101 +8%
AWM
1571
Ariadne Wealth Management
California
$342K +$9.13K +41 +3%
CMAI
1572
Capital Management Associates Inc
Minnesota
$342K – – –
HWA
1573
Heartwood Wealth Advisors
Virginia
$341K +$1.56K +7 +0.5%
MHC
1574
Meyer Handelman Company
New York
$340K – – –
CAI
1575
Capital Advisors Inc
Oklahoma
$340K -$8.46K -38 -3%
61 62
63
64 65