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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1751
Delta Asset Management
Tennessee
$78.7K – – –
SVWA
1752
Sarver Vrooman Wealth Advisors
Missouri
$78.7K +$69K +370 New
CIA
1753
Cape Investment Advisory
Georgia
$77.4K +$29.3K +157 +76%
NC
1754
NewSquare Capital
Pennsylvania
$77.4K +$32.1K +172 +90%
CCMW
1755
Cypress Capital Management (Wyoming)
Wyoming
$75.5K +$66.2K +355 New
CWM
1756
Centricity Wealth Management
Ohio
$74K – – –
JWA
1757
JFS Wealth Advisors
Pennsylvania
$73.3K +$37.9K +203 +144%
OPTFSNA
1758
Old Point Trust & Financial Services N A
Virginia
$73.2K – – –
BWAM
1759
Boyd Watterson Asset Management
Ohio
$73.2K +$32.7K +175 +104%
TC
1760
Trust Company
Kansas
$72.8K +$1.31K +7 +2%
POIA
1761
Pin Oak Investment Advisors
Texas
$71K – – –
OP
1762
ORG Partners
Indiana
$70.4K +$61K +327 New
CNBTD
1763
Citizens National Bank Trust Department
Mississippi
$69.8K – – –
GEA
1764
Glen Eagle Advisors
New Jersey
$69.8K – – –
SWIM
1765
Smallwood Wealth Investment Management
New Jersey
$68.5K +$60.1K +322 New
BOJHT
1766
Bank of Jackson Hole Trust
Wyoming
$65.7K +$57.7K +309 New
FFC
1767
First Financial Corp
Indiana
$65.1K – – –
RFG
1768
REAP Financial Group
Texas
$64.7K +$28.2K +151 +99%
CWP
1769
Concord Wealth Partners
Virginia
$64K +$14.4K +77 +34%
AAG
1770
Accordant Advisory Group
Maryland
$63.8K – – –
S
1771
Sachetta
Massachusetts
$63.8K +$32.8K +176 +142%
WW
1772
Winnow Wealth
Texas
$63.8K +$53.7K +288 +2,400%
SWA
1773
SOA Wealth Advisors
New York
$62.9K +$38.4K +206 +229%
MSWM
1774
Mowery & Schoenfeld Wealth Management
Illinois
$62.3K +$6.53K +35 +14%
WA
1775
WPG Advisers
Maryland
$61.3K +$27.2K +146 +103%
69 70
71
72 73