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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1976
Moisand Fitzgerald Tamayo
Florida
$24.5K – – –
BW
1977
Bravera Wealth
North Dakota
$23.7K +$22.6K +118 New
CIAS
1978
CBIZ Investment Advisory Services
Ohio
$23.4K – – –
ACA
1979
American Capital Advisory
Idaho
$23.1K +$3.06K +16 +16%
LAM
1980
LOM Asset Management
$23.1K – – –
PWMG
1981
Prestige Wealth Management Group
New Jersey
$22.7K – – –
KSB
1982
Kennebec Savings Bank
Maine
$22.7K +$21.6K +113 New
FFA
1983
Frazier Financial Advisors
Ohio
$22.5K -$8.8K -46 -29%
VWA
1984
VSM Wealth Advisory
Maryland
$22.5K – – –
BFS
1985
Bare Financial Services
Pennsylvania
$22.5K +$8.42K +44 +65%
PCFFS
1986
Pacific Center for Financial Services
California
$22.3K – – –
PFSC
1987
Peoples Financial Services Corp
Pennsylvania
$22.3K – – –
UFPG
1988
United Financial Planning Group
New York
$21.9K – – –
HWP
1989
Highline Wealth Partners
California
$20.9K +$2.68K +14 +16%
UCB
1990
United Community Bank
South Carolina
$20.5K +$10.1K +53 +108%
MWPCG
1991
Measured Wealth Private Client Group
New Hampshire
$20.4K – – –
MAM
1992
Marquette Asset Management
Minnesota
$20.3K -$14.5K -76 -43%
GPFA
1993
Game Plan Financial Advisors
Ohio
$20.1K -$67K -350 -78%
PP
1994
Paladin Partners
Wisconsin
$20.1K – – –
BAM
1995
Byrne Asset Management
New Jersey
$20.1K +$574 +3 +3%
LCM
1996
Logan Capital Management
Pennsylvania
$20.1K +$19.1K +100 New
SC
1997
Stance Capital
Massachusetts
$20.1K +$19.1K +100 New
BCM
1998
Boreal Capital Management
Florida
$19.5K – – –
FFC
1999
First Financial Corp
Indiana
$19.5K – – –
GWP
2000
Gen-Wealth Partners
Michigan
$19.3K – – –
78 79
80
81 82