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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1876
Copia Wealth Management
Oregon
$80.8K – – –
BTD
1877
BankPlus Trust Department
Mississippi
$79.6K – – –
SWP
1878
Strategic Wealth Partners
Ohio
$79.2K -$956 -5 -1%
CG
1879
Curat Global
New Hampshire
$77.4K – – –
PGAM
1880
Princeton Global Asset Management
New Jersey
$74.6K +$1.34K +7 +2%
BSB
1881
Bangor Savings Bank
Maine
$74.4K -$7.27K -38 -9%
DAM
1882
Delta Asset Management
Tennessee
$74.2K – – –
NFSG
1883
Newbridge Financial Services Group
Florida
$74.2K +$191 +1 +0.3%
FLP
1884
Financial Life Planners
Arizona
$72.2K +$383 +2 +0.6%
S
1885
Sachetta
Massachusetts
$72K +$10.3K +54 +18%
CCMW
1886
Cypress Capital Management (Wyoming)
Wyoming
$71.2K – – –
BIA
1887
Bell Investment Advisors
California
$70.8K +$1.72K +9 +3%
BWAM
1888
Boyd Watterson Asset Management
Ohio
$69K – – –
OPTFSNA
1889
Old Point Trust & Financial Services N A
Virginia
$69K – – –
T
1890
TrustBank
Illinois
$68.2K – – –
GEA
1891
Glen Eagle Advisors
New Jersey
$67.4K +$1.53K +8 +2%
BFP
1892
Birchwood Financial Partners
Minnesota
$66.2K – – –
OAJ
1893
Ogorek Anthony Joseph
New York
$66K +$13.2K +69 +26%
CNBTD
1894
Citizens National Bank Trust Department
Mississippi
$65.8K – – –
SWIM
1895
Smallwood Wealth Investment Management
New Jersey
$64.6K – – –
AFC
1896
Ares Financial Consulting
California
$64K +$4.78K +25 +9%
M
1897
MOTCO
Texas
$63.6K +$1.15K +6 +2%
EF
1898
Entrust Financial
Pennsylvania
$62.4K +$191 +1 +0.3%
MFP
1899
Meramec Financial Planners
Missouri
$62.1K +$57.4K +300 New
WAG
1900
Wilkerson Advisory Group
Missouri
$62K +$3.63K +19 +7%
74 75
76
77 78