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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
1651
S.E.E.D. Planning Group
New York
$246K +$235K +1,226 New
LWM
1652
Lionshead Wealth Management
New York
$245K -$2.49K -13 -1%
OC
1653
Oakworth Capital
Alabama
$245K – – –
ACG
1654
Allen Capital Group
Nebraska
$245K +$4.59K +24 +2%
JCM
1655
Jacobsen Capital Management
Utah
$244K -$2.87K -15 -1%
FCM
1656
Fortis Capital Management
Washington
$244K -$12.4K -65 -5%
HCC
1657
Hirtle Callaghan & Co
Pennsylvania
$243K +$231K +1,210 New
LTAS
1658
Linden Thomas Advisory Services
North Carolina
$243K +$2.68K +14 +1%
TWD
1659
True Wealth Design
Ohio
$242K +$71.4K +373 +45%
PWA
1660
Primoris Wealth Advisors
Florida
$242K – – –
BFAG
1661
Blackston Financial Advisory Group
Florida
$241K +$230K +1,202 New
CH
1662
Canton Hathaway
Rhode Island
$241K – – –
UAM
1663
Unifi Asset Management
New York
$241K – – –
MIC
1664
Means Investment Company
Maine
$241K -$46.7K -244 -17%
GWM
1665
GDS Wealth Management
Texas
$240K +$229K +1,197 New
NEWAS
1666
N.E.W. Advisory Services
Wisconsin
$240K -$1.53K -8 -0.7%
PJWM
1667
Philip James Wealth Mangement
Georgia
$240K -$30.8K -161 -12%
AW
1668
Atlas Wealth
Ohio
$239K – – –
SP
1669
Symmetry Partners
Connecticut
$239K +$4.78K +25 +2%
MCM
1670
Marathon Capital Management
Maryland
$239K -$21K -110 -8%
FWIA
1671
Fort Washington Investment Advisors
Ohio
$239K -$19.1K -100 -8%
NG
1672
Novem Group
New York
$238K -$148K -776 -40%
HFS
1673
Horizon Financial Services
North Carolina
$238K – – –
BCM
1674
Becker Capital Management
Oregon
$238K +$1.15K +6 +0.5%
FWA
1675
Flagship Wealth Advisors
Massachusetts
$237K +$43K +225 +23%
65 66
67
68 69