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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
NMG
1976
New Millennium Group
Utah
$4.04K – – –
CFFP
1977
Center for Financial Planning
Michigan
$3.83K – – –
TCB
1978
Texas Capital Bancshares
Texas
$3.83K +$3.94K +18 New
WA
1979
Westfuller Advisors
New York
$3.75K +$3.94K +18 New
EWM
1980
Evolution Wealth Management
Florida
$3.61K +$657 +3 +21%
FNWA
1981
Financial Network Wealth Advisors
Utah
$3.19K – – –
WestEnd Advisors
1982
WestEnd Advisors
North Carolina
$3.19K +$219 +1 +7%
QWM
1983
Quaker Wealth Management
New Jersey
$2.98K – – –
HIA
1984
HFM Investment Advisors
New Jersey
$2.55K -$2.19K -10 -45%
EPW
1985
Evergreen Private Wealth
Colorado
$2.34K – – –
CC
1986
Corsicana & Co
Texas
$2.34K +$2.41K +11 New
MDA
1987
Minot DeBlois Advisors
Massachusetts
$2.13K -$5.47K -25 -71%
CWM
1988
Cranbrook Wealth Management
Michigan
$1.91K – – –
AT
1989
Avalon Trust
New Mexico
$1.91K +$1.97K +9 New
TCM
1990
TD Capital Management
Tennessee
$1.76K – – –
FWM
1991
FSA Wealth Management
Massachusetts
$1.7K – – –
SA
1992
Seneschal Advisors
Washington
$1.7K +$1.75K +8 New
CTWM
1993
Cherry Tree Wealth Management
Minnesota
$1.59K – – –
DF
1994
DecisionPoint Financial
Arizona
$1.5K – – –
Q1WB
1995
Quest 10 Wealth Builders
Virginia
$1.45K – – –
RPA
1996
Redwood Park Advisors
California
$1.28K – – –
DCM
1997
Davis Capital Management
Florida
$1.27K +$1.31K +6 New
Copeland Capital Management
1998
Copeland Capital Management
Pennsylvania
$1.06K – – –
EFMH
1999
E Fund Management (HK)
Hong Kong
$850 +$876 +4 New
SHIM
2000
Stone House Investment Management
Pennsylvania
$638 +$657 +3 New