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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1726
Fragasso Financial Advisors
Pennsylvania
$218K -$191 -1 -0.1%
BCM
1727
Birch Capital Management
Texas
$218K – – –
KA
1728
Kearns & Associates
California
$218K -$208K -1,085 -50%
BW
1729
Blalock Williams
Alabama
$218K -$62K -324 -23%
CP
1730
Canopy Partners
Ohio
$217K -$33.3K -174 -14%
LGA
1731
Lebenthal Global Advisors
New York
$217K -$362K -1,894 -64%
BFG
1732
Beacon Financial Group
Texas
$217K +$207K +1,082 New
FCAS
1733
First Command Advisory Services
Texas
$217K -$21.2K -111 -9%
CCM
1734
Charter Capital Management
Wisconsin
$217K +$207K +1,082 New
SLWA
1735
San Luis Wealth Advisors
California
$217K -$52.6K -275 -20%
UAS
1736
United Asset Strategies
New York
$216K -$23.5K -123 -10%
VWM
1737
VCI Wealth Management
Missouri
$216K -$1.54M -8,056 -88%
RIA
1738
Realta Investment Advisors
Delaware
$216K +$206K +1,075 New
RWA
1739
Redhawk Wealth Advisors
Minnesota
$215K -$56.6K -296 -22%
HCA
1740
Hyperion Capital Advisors
New York
$215K +$205K +1,071 New
LSIA
1741
LaSalle St. Investment Advisors
Illinois
$214K -$215K -1,125 -51%
MA
1742
MJP Associates
Connecticut
$214K -$116K -604 -36%
ASG
1743
Ariston Services Group
California
$213K +$204K +1,064 New
WIM
1744
Warwick Investment Management
Texas
$213K +$203K +1,061 New
CWR
1745
Chico Wealth RIA
California
$213K +$203K +1,060 New
PAI
1746
Pittenger & Anderson Inc
Nebraska
$212K -$42.3K -221 -17%
JRSI
1747
Jeter Robert S II
$212K +$202K +1,054 New
VWM
1748
Vertrix Wealth Management
Michigan
$212K +$202K +1,057 New
PL
1749
Plancorp LLC
Missouri
$212K +$200K +1,043 New
ICP
1750
Impact Capital Partners
Colorado
$211K +$202K +1,054 New
68 69
70
71 72