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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1951
Kemnay Advisory Services
New York
$35.9K +$383 +2 +1%
AFG
1952
Albion Financial Group
Utah
$35.3K -$9.18K -48 -21%
ATC
1953
Advantage Trust Company
Kansas
$35.1K +$33.5K +175 New
HNW
1954
High Note Wealth
Minnesota
$34.9K +$13.2K +69 +66%
NWM
1955
Nova Wealth Management
Florida
$33.9K – – –
KG
1956
Kilter Group
New York
$32.7K -$1.34K -7 -4%
WTA
1957
Washington Trust Advisors
Massachusetts
$32.7K +$3.83K +20 +14%
C
1958
Covestor
United Kingdom
$32K +$383 +2 +1%
EI
1959
EFG International
$31.7K +$14.7K +77 +95%
AEPWM
1960
Atlantic Edge Private Wealth Management
Florida
$31.1K – – –
CA
1961
Crewe Advisors
Utah
$31.1K +$26.4K +138 +812%
JGCM
1962
Joseph Group Capital Management
Ohio
$30.9K +$1.72K +9 +6%
CTA
1963
Colonial Trust Advisors
South Carolina
$30.7K -$127K -663 -81%
OWP
1964
ORG Wealth Partners
Texas
$30.7K – – –
PWMA
1965
Pension & Wealth Management Advisors
Massachusetts
$30.6K +$29.1K +152 New
CWP
1966
Concord Wealth Partners
Virginia
$30.5K +$29.1K +152 New
WA
1967
Walsh & Associates
Florida
$30.1K -$9.56K -50 -25%
GC
1968
Gould Capital
Washington
$30.1K – – –
TSMHT
1969
Thurston Springer Miller Herd & Titak
Indiana
$30K – – –
SSG
1970
Summit Securities Group
New York
$28.9K +$7.84K +41 +40%
PB
1971
Prosperity Bancshares
Texas
$28.5K -$574 -3 -2%
SN
1972
Sittner & Nelson
Oregon
$28.1K – – –
RWM
1973
RMG Wealth Management
Wisconsin
$28K -$6.5K -34 -21%
CMP
1974
Coston McIsaac & Partners
Maine
$28K – – –
SWA
1975
SOA Wealth Advisors
New York
$27.9K -$28.9K -151 -52%
77 78
79
80 81