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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1976
Private Wealth Asset Management
Iowa
$27.9K – – –
WWM
1977
Wolff Wiese Magana
California
$27.7K – – –
RWM
1978
Raffa Wealth Management
District of Columbia
$27.7K +$2.68K +14 +11%
USB
1979
Union Savings Bank
Connecticut
$27.3K – – –
PUI
1980
Purpose Unlimited Inc
$27.1K – – –
PS
1981
Planning Strategies
Pennsylvania
$26.9K +$25.6K +134 New
FCMT
1982
Founders Capital Management (Texas)
Texas
$26.5K – – –
SC
1983
Solstein Capital
California
$26.1K – – –
RBC
1984
Roble Belko & Company
Pennsylvania
$26K – – –
CFM
1985
Cornerstone Financial Management
Massachusetts
$25.1K +$7.46K +39 +45%
CW
1986
CrossGen Wealth
North Carolina
$24.9K – – –
OW
1987
Olistico Wealth
Oklahoma
$24.9K – – –
MFT
1988
Moisand Fitzgerald Tamayo
Florida
$24.5K – – –
BW
1989
Bravera Wealth
North Dakota
$23.7K +$22.6K +118 New
CIAS
1990
CBIZ Investment Advisory Services
Ohio
$23.4K – – –
ACA
1991
American Capital Advisory
Idaho
$23.1K +$3.06K +16 +16%
LAM
1992
LOM Asset Management
$23.1K – – –
PWMG
1993
Prestige Wealth Management Group
New Jersey
$22.7K – – –
KSB
1994
Kennebec Savings Bank
Maine
$22.7K +$21.6K +113 New
CTWM
1995
Cherry Tree Wealth Management
Minnesota
$22.6K – – –
FFA
1996
Frazier Financial Advisors
Ohio
$22.5K -$8.8K -46 -29%
VWA
1997
VSM Wealth Advisory
Maryland
$22.5K – – –
BFS
1998
Bare Financial Services
Pennsylvania
$22.5K +$8.42K +44 +65%
PCFFS
1999
Pacific Center for Financial Services
California
$22.3K – – –
PFSC
2000
Peoples Financial Services Corp
Pennsylvania
$22.3K – – –
78 79
80
81 82