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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1976
Center for Financial Planning
Michigan
$3.83K – – –
TCB
1977
Texas Capital Bancshares
Texas
$3.83K +$3.94K +18 New
WA
1978
Westfuller Advisors
New York
$3.75K +$3.94K +18 New
EWM
1979
Evolution Wealth Management
Florida
$3.61K +$657 +3 +21%
FNWA
1980
Financial Network Wealth Advisors
Utah
$3.19K – – –
WA
1981
WestEnd Advisors
North Carolina
$3.19K +$219 +1 +7%
QWM
1982
Quaker Wealth Management
New Jersey
$2.98K – – –
HIA
1983
HFM Investment Advisors
New Jersey
$2.55K -$2.19K -10 -45%
EPW
1984
Evergreen Private Wealth
Colorado
$2.34K – – –
CC
1985
Corsicana & Co
Texas
$2.34K +$2.41K +11 New
MDA
1986
Minot DeBlois Advisors
Massachusetts
$2.13K -$5.47K -25 -71%
CWM
1987
Cranbrook Wealth Management
Michigan
$1.91K – – –
AT
1988
Avalon Trust
New Mexico
$1.91K +$1.97K +9 New
TCM
1989
TD Capital Management
Tennessee
$1.76K – – –
FWM
1990
FSA Wealth Management
Massachusetts
$1.7K – – –
SA
1991
Seneschal Advisors
Washington
$1.7K +$1.75K +8 New
CTWM
1992
Cherry Tree Wealth Management
Minnesota
$1.59K – – –
DF
1993
DecisionPoint Financial
Arizona
$1.5K – – –
Q1WB
1994
Quest 10 Wealth Builders
Virginia
$1.45K – – –
RPA
1995
Redwood Park Advisors
California
$1.28K – – –
DCM
1996
Davis Capital Management
Florida
$1.27K +$1.31K +6 New
CCM
1997
Copeland Capital Management
Pennsylvania
$1.06K – – –
EFMH
1998
E Fund Management (HK)
Hong Kong
$850 +$876 +4 New
SHIM
1999
Stone House Investment Management
Pennsylvania
$638 +$657 +3 New
FFA
2000
Frazier Financial Advisors
Ohio
$427 -$5.47K -25 -93%
78 79
80
81 82