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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1776
Van Hulzen Asset Management
California
$202K +$192K +1,006 New
SFG
1777
Sovereign Financial Group
Connecticut
$202K +$192K +1,005 New
SMBT
1778
Southern Michigan Bank & Trust
Michigan
$201K -$5.36K -28 -3%
LC
1779
LCNB Corp
Ohio
$201K +$192K +1,002 New
WFAG
1780
Worth Financial Advisory Group
North Carolina
$201K +$192K +1,002 New
FDS
1781
First Dallas Securities
Texas
$201K +$191K +1,000 New
JWM
1782
Jupiter Wealth Management
Colorado
$201K +$191K +1,000 New
PWP
1783
Private Wealth Partners
California
$201K +$191K +1,000 New
WA
1784
Wealth Architects
California
$200K -$29.5K -154 -13%
SIA
1785
Strategic Investment Advisors
Michigan
$200K -$57.2K -299 -23%
QP
1786
Quilter Plc
United Kingdom
$200K +$191K +998 New
EWM
1787
Evermay Wealth Management
Virginia
$197K +$19.1K +100 +11%
AA
1788
AlphaCentric Advisors
Puerto Rico
$195K -$74.4K -389 -29%
TC
1789
Truvestments Capital
Florida
$192K -$3.63K -19 -2%
NS
1790
NBC Securities
Alabama
$190K -$288K -1,507 -61%
BC
1791
Barrett & Company
Rhode Island
$188K -$1.15K -6 -0.6%
TFA
1792
Toth Financial Advisory
Virginia
$187K +$66.2K +346 +59%
SR
1793
Swiss Re
Switzerland
$186K +$160K +834 +916%
WIM
1794
Westside Investment Management
California
$186K – – –
FIM
1795
FWL Investment Management
Texas
$185K – – –
TF
1796
Tompkins Financial
New York
$183K – – –
BWL
1797
Bogart Wealth LLC
Virginia
$182K +$73.8K +386 +74%
LI
1798
Louisbourg Investments
New Brunswick, Canada
$182K +$6.7K +35 +4%
NSIM
1799
North Star Investment Management
Illinois
$181K +$5.74K +30 +3%
KFI
1800
Key Financial Inc
Pennsylvania
$179K -$19.1K -100 -10%
70 71
72
73 74