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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1851
Wealth Architects
California
$218K +$201K +901 New
CGA
1852
Crescent Grove Advisors
Illinois
$218K +$200K +900 New
IP
1853
Isthmus Partners
Wisconsin
$218K +$200K +900 New
LTI
1854
Laffer Tengler Investments
Tennessee
$218K +$200K +899 New
PSP
1855
Principal Street Partners
Tennessee
$218K +$200K +899 New
KFI
1856
Key Financial Inc
Pennsylvania
$218K -$11.1K -50 -5%
NSIM
1857
North Star Investment Management
Illinois
$218K +$7.57K +34 +4%
DE
1858
DV Equities
Illinois
$217K +$199K +894 New
MPWS
1859
McCarter Private Wealth Services
Massachusetts
$217K +$199K +894 New
CF
1860
Centaurus Financial
California
$216K -$15.4K -69 -7%
RWI
1861
Red Wave Investments
Pennsylvania
$215K +$197K +887 New
GFA
1862
Grunden Financial Advisory
Texas
$215K +$197K +886 New
DCM
1863
DGS Capital Management
New Jersey
$214K +$197K +885 New
GWCM
1864
Godshalk Welsh Capital Management
Pennsylvania
$214K +$197K +885 New
TAM
1865
Titleist Asset Management
Texas
$214K +$197K +883 New
EWM
1866
Evermay Wealth Management
Virginia
$214K -$24.5K -110 -11%
WF
1867
Wayfinding Financial
Washington
$214K +$197K +887 New
SA
1868
Stewardship Advisors
Pennsylvania
$214K +$196K +881 New
CS
1869
Capital Square
Tennessee
$213K +$196K +879 New
AWM
1870
Aberdeen Wealth Management
Illinois
$213K +$196K +879 New
HI
1871
Hendershot Investments
Virginia
$213K +$196K +879 New
LSWP
1872
Liberty Square Wealth Partners
Pennsylvania
$213K +$196K +879 New
SPWG
1873
Syntegra Private Wealth Group
Missouri
$213K +$196K +879 New
SIA
1874
Strategic Investment Advisors
Michigan
$213K +$195K +878 New
HDIM
1875
Hanson & Doremus Investment Management
Vermont
$212K +$3.56K +16 +2%
73 74
75
76 77