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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
1826
Bank of Jackson Hole Trust
Wyoming
$65.7K – – –
S
1827
Sachetta
Massachusetts
$64.6K +$876 +4 +1%
CWP
1828
Concord Wealth Partners
Virginia
$64K – – –
AAG
1829
Accordant Advisory Group
Maryland
$63.8K – – –
MSWM
1830
Mowery & Schoenfeld Wealth Management
Illinois
$60.8K -$1.53K -7 -2%
CFS
1831
Compass Financial Services
Iowa
$60.6K – – –
PCTC
1832
Perkins Coie Trust Company
Washington
$60.6K – – –
FC
1833
Fairscale Capital
New Hampshire
$59.3K – – –
BONH
1834
Bank of New Hampshire
New Hampshire
$59.1K – – –
MIA
1835
MeadowBrook Investment Advisors
Michigan
$58.9K +$60.6K +277 New
FFO
1836
Fortitude Family Office
Arizona
$58.5K – – –
BHWM
1837
Beaird Harris Wealth Management
Texas
$57.3K +$46K +210 +350%
SFO
1838
Standard Family Office
South Dakota
$57K – – –
LB
1839
Legacy Bridge
Iowa
$56.8K +$657 +3 +1%
NRG
1840
Nemes Rush Group
Michigan
$55.4K +$55.2K +252 +2,800%
EPIMS
1841
Evelyn Partners Investment Management Services
$55.3K – – –
PWMG
1842
Private Wealth Management Group
New Jersey
$54.6K – – –
C
1843
Covestor
United Kingdom
$54K -$252K -1,151 -82%
SIC
1844
SJS Investment Consulting
Ohio
$52.1K +$31.1K +142 +138%
CPG
1845
Cornerstone Planning Group
New Jersey
$51.5K +$26.3K +120 +103%
BLC
1846
Brown, Lisle/Cummings
Rhode Island
$50.8K – – –
DPW
1847
DiNuzzo Private Wealth
Pennsylvania
$49.8K -$1.53K -7 -3%
MMCM
1848
Murphy & Mullick Capital Management
New York
$48.7K – – –
PWAM
1849
Private Wealth Asset Management
Iowa
$48.7K – – –
NWM
1850
Nova Wealth Management
Florida
$48.3K +$6.57K +30 +15%
72 73
74
75 76