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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1701
Manchester Capital Management
Vermont
$225K +$14.7K +77 +7%
MWA
1702
Midland Wealth Advisors
Illinois
$225K -$32.3K -169 -13%
CA
1703
Cullinan Associates
Kentucky
$224K – – –
FAT
1704
First American Trust
California
$224K +$214K +1,118 New
CWP
1705
Cyndeo Wealth Partners
Florida
$223K -$2.68K -14 -1%
NAMP
1706
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$223K – – –
AFG
1707
Allegheny Financial Group
Pennsylvania
$223K -$2.87K -15 -1%
FA
1708
Fiducient Advisors
Illinois
$221K -$9.18K -48 -4%
SL
1709
Summitry LLC
California
$221K +$210K +1,100 New
WAM
1710
Wolverine Asset Management
Illinois
$220K -$798K -4,172 -79%
CC
1711
Cypress Capital
Tennessee
$220K -$21.2K -111 -9%
BBI
1712
Baxter Bros Inc
Connecticut
$220K +$210K +1,098 New
RGF
1713
Retirement Guys Formula
Ohio
$220K -$383 -2 -0.2%
AGC
1714
Aspen Grove Capital
Colorado
$220K +$210K +1,097 New
LWP
1715
LMG Wealth Partners
Louisiana
$220K +$210K +1,097 New
KNW
1716
Kesler Norman & Wride
Utah
$220K -$44K -230 -17%
MBTD
1717
Mechanics Bank - Trust Department
California
$219K +$209K +1,091 New
EFG
1718
Elevated Financial Group
Indiana
$219K -$43.2K -226 -17%
FFA
1719
Fragasso Financial Advisors
Pennsylvania
$218K -$191 -1 -0.1%
BCM
1720
Birch Capital Management
Texas
$218K – – –
KA
1721
Kearns & Associates
California
$218K -$208K -1,085 -50%
BW
1722
Blalock Williams
Alabama
$218K -$62K -324 -23%
CP
1723
Canopy Partners
Ohio
$217K -$33.3K -174 -14%
LGA
1724
Lebenthal Global Advisors
New York
$217K -$362K -1,894 -64%
BFG
1725
Beacon Financial Group
Texas
$217K +$207K +1,082 New
67 68
69
70 71