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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
OGC
1601
Oak Grove Capital
New Hampshire
$227K +$199K +1,069 New
PCM
1602
Prelude Capital Management
New York
$227K +$199K +1,069 New
FAM
1603
Flaharty Asset Management
Florida
$227K +$36.8K +197 +23%
ASG
1604
Ariston Services Group
California
$226K -$64.9K -348 -25%
BBI
1605
Baxter Bros Inc
Connecticut
$226K +$199K +1,064 New
DWM
1606
Drive Wealth Management
Utah
$226K +$198K +1,061 New
SC
1607
Sepio Capital
Utah
$226K +$198K +1,061 New
FCH
1608
Freestone Capital Holdings
Washington
$226K +$198K +1,060 New
GFG
1609
Greystone Financial Group
Michigan
$225K +$198K +1,059 New
IF
1610
Intrua Financial
Texas
$224K +$197K +1,055 New
WA
1611
WealthTrust Axiom
Pennsylvania
$223K +$196K +1,048 New
TCWM
1612
Total Clarity Wealth Management
Illinois
$223K +$195K +1,047 New
CWR
1613
Chico Wealth RIA
California
$223K +$195K +1,046 New
HFP
1614
Holistic Financial Partners
Indiana
$222K +$194K +1,042 New
LC
1615
Lincoln Capital
Nebraska
$221K +$194K +1,041 New
AHL
1616
Abel Hall LLC
Louisiana
$221K +$194K +1,041 New
SIMG
1617
Sonora Investment Management Group
Arizona
$221K +$194K +1,038 New
SW
1618
SlateStone Wealth
Florida
$220K +$193K +1,033 New
CP
1619
Canopy Partners
Ohio
$220K +$193K +1,032 New
AIM
1620
Anchor Investment Management
South Carolina
$219K +$70.5K +378 +58%
TIM
1621
Tortoise Investment Management
New York
$219K +$120K +644 +167%
FHB
1622
First Hawaiian Bank
Hawaii
$219K +$192K +1,029 New
FTUS
1623
Flow Traders U.S.
New York
$218K +$191K +1,025 New
NCG
1624
Newport Capital Group
New Jersey
$218K +$191K +1,023 New
AW
1625
Alteri Wealth
California
$217K +$191K +1,022 New
63 64
65
66 67