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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1701
Maple Capital Management
Vermont
$227K -$2.87K -15 -1%
FCM
1702
Fieldview Capital Management
Michigan
$227K +$217K +1,132 New
IPW
1703
Inlet Private Wealth
Florida
$227K -$29.8K -156 -12%
SWM
1704
SeaCrest Wealth Management
New York
$226K -$7.65K -40 -3%
GFG
1705
Goldstone Financial Group
Illinois
$226K -$765 -4 -0.4%
RWC
1706
Rare Wolf Capital
Washington
$226K +$215K +1,125 New
LA
1707
Legacy Advisors
Pennsylvania
$226K +$215K +1,124 New
MCM
1708
Manchester Capital Management
Vermont
$225K +$14.7K +77 +7%
MWA
1709
Midland Wealth Advisors
Illinois
$225K -$32.3K -169 -13%
CA
1710
Cullinan Associates
Kentucky
$224K – – –
FAT
1711
First American Trust
California
$224K +$214K +1,118 New
CWP
1712
Cyndeo Wealth Partners
Florida
$223K -$2.68K -14 -1%
NAMP
1713
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$223K – – –
AFG
1714
Allegheny Financial Group
Pennsylvania
$223K -$2.87K -15 -1%
FA
1715
Fiducient Advisors
Illinois
$221K -$9.18K -48 -4%
SL
1716
Summitry LLC
California
$221K +$210K +1,100 New
WAM
1717
Wolverine Asset Management
Illinois
$220K -$798K -4,172 -79%
CC
1718
Cypress Capital
Tennessee
$220K -$21.2K -111 -9%
BBI
1719
Baxter Bros Inc
Connecticut
$220K +$210K +1,098 New
RGF
1720
Retirement Guys Formula
Ohio
$220K -$383 -2 -0.2%
AGC
1721
Aspen Grove Capital
Colorado
$220K +$210K +1,097 New
LWP
1722
LMG Wealth Partners
Louisiana
$220K +$210K +1,097 New
KNW
1723
Kesler Norman & Wride
Utah
$220K -$44K -230 -17%
MBTD
1724
Mechanics Bank - Trust Department
California
$219K +$209K +1,091 New
EFG
1725
Elevated Financial Group
Indiana
$219K -$43.2K -226 -17%
67 68
69
70 71