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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1976
Chesapeake Asset Management
New York
$84.8K +$77.9K +350 New
LB
1977
Legacy Bridge
Iowa
$83.6K +$17.4K +78 +29%
BWAM
1978
Boyd Watterson Asset Management
Ohio
$83.4K – – –
OPTFSNA
1979
Old Point Trust & Financial Services N A
Virginia
$83.4K – – –
AEPWM
1980
Atlantic Edge Private Wealth Management
Florida
$82.4K +$42.3K +190 +127%
SWA
1981
SOA Wealth Advisors
New York
$80.9K -$1.34K -6 -2%
BFP
1982
Birchwood Financial Partners
Minnesota
$80K +$73.5K +330 New
CNBTD
1983
Citizens National Bank Trust Department
Mississippi
$79.5K – – –
GEA
1984
Glen Eagle Advisors
New Jersey
$79.5K – – –
FFC
1985
First Financial Corp
Indiana
$79K – – –
XC
1986
XY Capital
Hong Kong
$78.5K +$72.1K +324 New
CB
1987
Community Bank
New York
$78.3K – – –
SWIM
1988
Smallwood Wealth Investment Management
New Jersey
$78K – – –
VWA
1989
VSM Wealth Advisory
Maryland
$77.3K +$24.9K +112 New
CA
1990
Centerpoint Advisors
Massachusetts
$77K – – –
ECA
1991
Elevated Capital Advisors
Utah
$76.5K +$70.3K +316 New
BOJHT
1992
Bank of Jackson Hole Trust
Wyoming
$74.9K – – –
PB
1993
Prosperity Bancshares
Texas
$73.9K +$67.9K +305 New
AFC
1994
Ares Financial Consulting
California
$71.3K +$65.4K +294 New
S
1995
Sachetta
Massachusetts
$71K -$2.45K -11 -4%
GAFA
1996
Garton & Associates Financial Advisors
Kentucky
$71K +$65.2K +293 New
OAJ
1997
Ogorek Anthony Joseph
New York
$71K -$20.5K -92 -24%
BIA
1998
Bell Investment Advisors
California
$70.8K +$21.4K +96 +49%
AWM
1999
Activest Wealth Management
Florida
$70.3K +$55.2K +248 +590%
OP
2000
ORG Partners
Indiana
$69.6K -$6.01K -27 -9%
78 79
80
81 82