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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1601
Manchester Capital Management
Vermont
$253K -$301K -1,373 -54%
VC
1602
Veracity Capital
Georgia
$252K -$876 -4 -0.3%
OIA
1603
Optimum Investment Advisors
Illinois
$252K +$106K +486 +69%
ACG
1604
Allen Capital Group
Nebraska
$251K +$11.4K +52 +5%
KWM
1605
Keebeck Wealth Management
Illinois
$251K +$14.9K +68 +6%
GAA
1606
Global Assets Advisory
Florida
$250K – – –
MWA
1607
Midland Wealth Advisors
Illinois
$250K -$2.41K -11 -0.9%
BOPW
1608
Brandywine Oak Private Wealth
Pennsylvania
$249K – – –
AFG
1609
Allegheny Financial Group
Pennsylvania
$247K -$7.22K -33 -3%
OFW
1610
Omnia Family Wealth
Florida
$247K +$2.41K +11 +1%
HFS
1611
Horizon Financial Services
North Carolina
$246K +$252K +1,152 +23,040%
CCM
1612
Charter Capital Management
Wisconsin
$246K – – –
RG
1613
Rathbones Group
United Kingdom
$245K -$13.8K -63 -5%
MBTD
1614
Mechanics Bank - Trust Department
California
$245K – – –
SF
1615
Symphony Financial
Texas
$245K -$87.1K -398 -26%
RB
1616
Rodgers Brothers
Pennsylvania
$244K – – –
NCTC
1617
New Covenant Trust Company
Indiana
$244K -$54.7K -250 -18%
BF
1618
Brooklyn FI
New York
$244K – – –
FA
1619
Fiducient Advisors
Illinois
$244K +$40.1K +183 +19%
FTUS
1620
Flow Traders U.S.
New York
$244K +$27.1K +124 +12%
MCM
1621
Maple Capital Management
Vermont
$244K – – –
UAG
1622
United Advisor Group
Ohio
$243K +$250K +1,141 New
RCM
1623
RB Capital Management
Nevada
$242K +$438 +2 +0.2%
WIM
1624
Warwick Investment Management
Texas
$242K +$249K +1,138 New
WPA
1625
West Paces Advisors
Georgia
$242K – – –
63 64
65
66 67