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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1701
Becker Capital Management
Oregon
$280K +$7.79K +35 +3%
LF
1702
Lantz Financial
Illinois
$280K +$12.7K +57 +5%
MCA
1703
Magnolia Capital Advisors
Mississippi
$279K +$256K +1,152 New
BMCM
1704
Bryn Mawr Capital Management
Pennsylvania
$279K -$69K -310 -21%
RB
1705
Rodgers Brothers
Pennsylvania
$279K – – –
VFG
1706
Victory Financial Group
Texas
$279K +$256K +1,150 New
NCTC
1707
New Covenant Trust Company
Indiana
$279K -$5.57K -25 -2%
TWM
1708
Tradition Wealth Management
Minnesota
$278K +$255K +1,146 New
TIM
1709
Tortoise Investment Management
New York
$277K +$23.6K +106 +10%
GIM
1710
Goelzer Investment Management
Indiana
$277K +$254K +1,141 New
WIM
1711
Warwick Investment Management
Texas
$276K +$223 +1 +0.1%
MCCA
1712
Mill Creek Capital Advisors
Pennsylvania
$276K +$2.23K +10 +0.9%
SFA
1713
Spectrum Financial Alliance
Kentucky
$274K -$124K -555 -33%
LS
1714
Leelyn Smith
Illinois
$272K -$88.8K -399 -26%
CWMK
1715
Caliber Wealth Management (Kansas)
Kansas
$272K +$32.9K +148 +15%
RGF
1716
Retirement Guys Formula
Ohio
$272K +$250K +1,123 New
PL
1717
Plancorp LLC
Missouri
$271K -$890 -4 -0.4%
EB
1718
Exchange Bank
California
$270K – – –
RL
1719
Retireful LLC
Michigan
$268K +$244K +1,098 New
SPWM
1720
Spartan Planning & Wealth Management
North Carolina
$268K -$3.56K -16 -1%
BF
1721
Brooklyn FI
New York
$268K -$9.79K -44 -4%
RPWA
1722
Regent Peak Wealth Advisors
Georgia
$268K +$5.12K +23 +2%
BOM
1723
Bank of Marin
California
$267K -$36.7K -165 -13%
MBTD
1724
Mechanics Bank - Trust Department
California
$267K -$12K -54 -5%
NL
1725
NWAM LLC
Washington
$266K -$9.79K -44 -4%
67 68
69
70 71