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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
2001
United Community Bank
South Carolina
$8.94K – – –
BHWM
2002
Bay Harbor Wealth Management
Maryland
$8.94K +$837 +4 +9%
BH
2003
Burk Holdings
Oklahoma
$8.94K +$10.3K +49 New
JFA
2004
JNBA Financial Advisors
Minnesota
$8.39K -$1.46K -7 -13%
CTC
2005
Cetera Trust Company
Minnesota
$8.39K – – –
RTL
2006
Red Tortoise LLC
Georgia
$8.27K – – –
AP
2007
Aspect Partners
Virginia
$8.21K -$2.51K -12 -21%
LFA
2008
Longview Financial Advisors
Alabama
$8.06K +$9.2K +44 New
FFL
2009
Financial Freedom LLC
Ohio
$7.84K +$8.99K +43 New
RDFA
2010
Ritter Daniher Financial Advisory
Ohio
$7.58K +$209 +1 +2%
VR
2011
Vision Retirement
New Jersey
$7.48K – – –
TCM
2012
TD Capital Management
Tennessee
$7.38K +$6.69K +32 +400%
CFG
2013
Clayton Financial Group
Missouri
$7.12K – – –
PWA
2014
Principia Wealth Advisory
Texas
$7.12K +$209 +1 +3%
FGA
2015
Fortis Group Advisors
New Jersey
$6.93K – – –
T
2016
Tidemark
California
$6.93K – – –
VFM
2017
Vision Financial Markets
Connecticut
$6.47K – – –
RWM
2018
Rialto Wealth Management
New York
$6.39K +$418 +2 +6%
FGAM
2019
Financial Gravity Asset Management
Texas
$6.02K – – –
MAM
2020
Morse Asset Management
Connecticut
$6.02K – – –
PP
2021
PFS Partners
New Jersey
$5.66K -$10.7K -51 -62%
MTIC
2022
Missouri Trust & Investment Company
Missouri
$5.47K – – –
DWM
2023
Darwin Wealth Management
Florida
$5.19K – – –
CNBT
2024
Cornerstone National Bank & Trust
Illinois
$4.8K +$5.44K +26 New
RIAS
2025
Rachor Investment Advisory Services
Michigan
$4.76K +$5.44K +26 New
79 80
81
82 83