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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GFL
2076
Granite FO LLC
New Hampshire
$4.41K – – –
WA
2077
WestEnd Advisors
North Carolina
$4.41K +$191 +1 +5%
DCM
2078
Davis Capital Management
Florida
$4.21K +$4.02K +21 New
CFFP
2079
Center for Financial Planning
Michigan
$3.61K – – –
IRC
2080
Investors Research Corp
Georgia
$3.41K – – –
OAG
2081
Oakmont Advisory Group
New Mexico
$3.15K +$3.06K +16 New
MIM
2082
Marshall Investment Management
Colorado
$3.01K +$2.87K +15 New
AIS
2083
Advocate Investing Services
Maryland
$2.81K – – –
PS
2084
PayPay Securities
Japan
$2.61K – – –
RWS
2085
Retirement Wealth Solutions
Wisconsin
$2.41K +$2.3K +12 New
MAS
2086
MPWM Advisory Solutions
Georgia
$2.41K – – –
NWMP
2087
Noble Wealth Management PBC
Colorado
$2.41K +$2.3K +12 New
HHGA
2088
Halbert Hargrove Global Advisors
California
$2.21K +$2.1K +11 New
EC
2089
Elequin Capital
New York
$2.21K +$191 +1 +10%
KAM
2090
KEB Asset Management
Illinois
$2.21K +$2.1K +11 New
TBFA
2091
Three Bearings Fiduciary Advisors
New Hampshire
$2.01K – – –
BL
2092
BFSG LLC
California
$1.81K – – –
CWM
2093
Cranbrook Wealth Management
Michigan
$1.81K – – –
BIM
2094
Breakwater Investment Management
Washington
$1.81K +$1.72K +9 New
PIS
2095
POM Investment Strategies
North Carolina
$1.6K – – –
SA
2096
Seneschal Advisors
Washington
$1.6K – – –
KCM
2097
Key Capital Management
Tennessee
$1.4K – – –
LAM
2098
Lummis Asset Management
Texas
$1.4K +$1.34K +7 New
Q1WB
2099
Quest 10 Wealth Builders
Virginia
$1.36K – – –
MWM
2100
Mascoma Wealth Management
New Hampshire
$1.2K -$9.37K -49 -89%
82 83
84
85 86