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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1801
CFS Investment Advisory Services
New Jersey
$237K +$217K +977 New
TF
1802
Tompkins Financial
New York
$237K +$8.9K +40 +4%
ZIG
1803
Zuckerman Investment Group
Illinois
$237K +$217K +976 New
HWM
1804
Hassell Wealth Management
Louisiana
$236K – – –
CFD
1805
Creative Financial Designs
Indiana
$235K +$17.4K +78 +9%
STA
1806
Smith Thornton Advisors
Alabama
$235K – – –
HBT
1807
Heartland Bank & Trust
Illinois
$235K – – –
LC
1808
Lincoln Capital
Nebraska
$234K -$16.7K -75 -7%
JIP
1809
Jaffetilchin Investment Partners
Florida
$234K -$890 -4 -0.4%
MWP
1810
Meriwether Wealth & Planning
Louisiana
$233K -$9.13K -41 -4%
EFSCE
1811
Enterprise Financial Services Corp (EFSC)
Missouri
$233K +$3.56K +16 +2%
PAM
1812
PVG Asset Management
Colorado
$233K +$214K +963 New
CG
1813
Curat Global
New Hampshire
$233K – – –
EWA
1814
Emergent Wealth Advisors
New York
$233K +$214K +961 New
FA
1815
Fullerton Advisors
California
$232K +$213K +958 New
WIM
1816
WealthPlan Investment Management
Nebraska
$232K +$213K +958 New
MFA
1817
Millington Financial Advisors
Illinois
$232K -$2K -9 -0.9%
JWM
1818
JGP Wealth Management
Oregon
$232K +$213K +956 New
FNBSF
1819
First National Bank Sioux Falls
South Dakota
$231K – – –
LRPA
1820
L. Roy Papp & Associates
Arizona
$231K – – –
SIC
1821
Schwartz Investment Counsel
Michigan
$230K – – –
CIA
1822
Citadel Investment Advisory
Ohio
$230K – – –
LWM
1823
LeConte Wealth Management
Tennessee
$230K +$211K +948 New
FGWP
1824
Founders Grove Wealth Partners
Virginia
$230K -$111K -498 -34%
CPCM
1825
Cardinal Point Capital Management
Ontario, Canada
$228K +$209K +940 New
71 72
73
74 75