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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2001
Compass Financial Services
Iowa
$69.3K +$223 +1 +0.4%
MSWM
2002
Mowery & Schoenfeld Wealth Management
Illinois
$69.3K – – –
PCTC
2003
Perkins Coie Trust Company
Washington
$69.1K – – –
FC
2004
Fairscale Capital
New Hampshire
$67.6K – – –
BONH
2005
Bank of New Hampshire
New Hampshire
$67.4K – – –
MIA
2006
MeadowBrook Investment Advisors
Michigan
$67.1K – – –
FFO
2007
Fortitude Family Office
Arizona
$66.9K +$223 +1 +0.4%
T
2008
TrustBank
Illinois
$66.9K +$61.4K +276 New
NFSG
2009
Newbridge Financial Services Group
Florida
$66.2K -$3.15M -14,140 -98%
KFP
2010
Kerr Financial Planning
California
$65.8K -$15.6K -70 -19%
SFO
2011
Standard Family Office
South Dakota
$65K – – –
EPIMS
2012
Evelyn Partners Investment Management Services
$63K – – –
MIFH
2013
Migdal Insurance & Financial Holdings
Israel
$63K +$57.4K +258 New
PWMG
2014
Private Wealth Management Group
New Jersey
$62.3K – – –
C
2015
Covestor
United Kingdom
$62K +$890 +4 +2%
KAS
2016
Kemnay Advisory Services
New York
$60.3K -$17.5M -78,491 -100%
PWAM
2017
Private Wealth Asset Management
Iowa
$60.3K +$4.45K +20 +9%
BLC
2018
Brown, Lisle/Cummings
Rhode Island
$58K – – –
EF
2019
Entrust Financial
Pennsylvania
$56.5K +$51.9K +233 New
GCM
2020
Gunpowder Capital Management
Maryland
$56.5K +$51.9K +233 New
EA
2021
Evolution Advisers
Virginia
$56K -$37K -166 -42%
MMCM
2022
Murphy & Mullick Capital Management
New York
$56K +$445 +2 +0.9%
SVWA
2023
Sarver Vrooman Wealth Advisors
Missouri
$55.7K -$31.2K -140 -38%
DWM
2024
Dogwood Wealth Management
Kansas
$55.3K +$10.5K +47 +26%
LWMI
2025
Legacy Wealth Management (Idaho)
Idaho
$55K +$18.9K +85 +60%
79 80
81
82 83