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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2001
Atomic Invest
New York
$9.15K +$5.65K +27 +113%
MWM
2002
Magnolia Wealth Management
Alabama
$9.12K +$10.5K +50 New
MCRM
2003
Midway Capital Research & Management
Illinois
$9.12K +$10.5K +50 New
WBC
2004
West Branch Capital
Massachusetts
$8.94K – – –
UCB
2005
United Community Bank
South Carolina
$8.94K – – –
BHWM
2006
Bay Harbor Wealth Management
Maryland
$8.94K +$837 +4 +9%
BH
2007
Burk Holdings
Oklahoma
$8.94K +$10.3K +49 New
JFA
2008
JNBA Financial Advisors
Minnesota
$8.39K -$1.46K -7 -13%
CTC
2009
Cetera Trust Company
Minnesota
$8.39K – – –
RTL
2010
Red Tortoise LLC
Georgia
$8.27K – – –
AP
2011
Aspect Partners
Virginia
$8.21K -$2.51K -12 -21%
LFA
2012
Longview Financial Advisors
Alabama
$8.06K +$9.2K +44 New
FFL
2013
Financial Freedom LLC
Ohio
$7.84K +$8.99K +43 New
RDFA
2014
Ritter Daniher Financial Advisory
Ohio
$7.58K +$209 +1 +2%
VR
2015
Vision Retirement
New Jersey
$7.48K – – –
TCM
2016
TD Capital Management
Tennessee
$7.38K +$6.69K +32 +400%
CFG
2017
Clayton Financial Group
Missouri
$7.12K – – –
PWA
2018
Principia Wealth Advisory
Texas
$7.12K +$209 +1 +3%
FGA
2019
Fortis Group Advisors
New Jersey
$6.93K – – –
T
2020
Tidemark
California
$6.93K – – –
VFM
2021
Vision Financial Markets
Connecticut
$6.47K – – –
RWM
2022
Rialto Wealth Management
New York
$6.39K +$418 +2 +6%
BWM
2023
Bullock Wealth Management
Indiana
$6.09K – – –
FGAM
2024
Financial Gravity Asset Management
Texas
$6.02K – – –
MAM
2025
Morse Asset Management
Connecticut
$6.02K – – –
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81
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