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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1576
Studio Investment Management
Illinois
$340K -$15.8K -71 -5%
IAMOG
1577
Investors Asset Management of Georgia
Georgia
$340K – – –
OFO
1578
OneAscent Family Office
Alabama
$339K +$28.5K +128 +10%
CCM
1579
Colorado Capital Management
Colorado
$339K – – –
WCFA
1580
Walkner Condon Financial Advisors
Wisconsin
$339K +$12.7K +57 +4%
GBT
1581
Grove Bank & Trust
Florida
$338K – – –
CCA
1582
Corps Capital Advisors
Texas
$338K +$311K +1,395 New
BMC
1583
Benin Management Corp
Connecticut
$336K – – –
SRC
1584
Shufro Rose & Co
New York
$336K +$308K +1,385 New
IP
1585
Ignite Planners
California
$335K +$21.8K +98 +7%
EFA
1586
Evernest Financial Advisors
Indiana
$333K +$333K +1,496 New
BW
1587
Blalock Williams
Alabama
$333K -$18.3K -82 -6%
AIM
1588
Alhambra Investment Management
Florida
$332K +$2.45K +11 +0.8%
JCM
1589
Jacobsen Capital Management
Utah
$332K +$36.1K +162 +13%
LDB
1590
Lee, Danner & Bass
Tennessee
$331K -$30.1K -135 -9%
JFGLC
1591
Johnson Financial Group LLC (Colorado)
Colorado
$331K +$18.3K +82 +6%
PWP
1592
Principle Wealth Partners
Connecticut
$330K +$26.3K +118 +9%
FWIA
1593
Fort Washington Investment Advisors
Ohio
$329K +$26K +117 +9%
AWG
1594
Altus Wealth Group
Colorado
$328K – – –
TPBG
1595
Turning Point Benefit Group
Maryland
$328K +$22.5K +101 +8%
GWSG
1596
GPS Wealth Strategies Group
Colorado
$327K -$982K -4,409 -77%
DAM
1597
Doheny Asset Management
California
$327K – – –
LA
1598
Legacy Advisors
Pennsylvania
$325K +$299K +1,343 New
NB
1599
Northwest Bancshares
Pennsylvania
$325K +$10.9K +49 +4%
EBA
1600
Eagle Bay Advisors
New York
$325K +$25.6K +115 +9%
62 63
64
65 66