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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
2201
Fourth Dimension Wealth
Ohio
– -$299K -1,236 Closed
LF
2202
LifePlan Financial
Minnesota
– -$298K -1,230 Closed
TW
2203
Trajan Wealth
Arizona
– -$294K -1,213 Closed
PA
2204
Probity Advisors
Texas
– -$293K -1,211 Closed
TGAM
2205
TBH Global Asset Management
Tennessee
– -$291K -1,202 Closed
FCMC
2206
Founders Capital Management (Connecticut)
Connecticut
– -$291K -1,200 Closed
TWP
2207
Triad Wealth Partners
Kansas
– -$290K -1,195 Closed
PFM
2208
Phillips Financial Management
Indiana
– -$288K -1,187 Closed
LWA
2209
LifeGoal Wealth Advisors
New York
– -$287K -1,186 Closed
HFP
2210
Holistic Financial Partners
Indiana
– -$286K -1,181 Closed
ICP
2211
Impact Capital Partners
Colorado
– -$281K -1,159 Closed
NL
2212
NWAM LLC
Washington
– -$266K -1,153 Closed
MCA
2213
Magnolia Capital Advisors
Mississippi
– -$279K -1,152 Closed
VFG
2214
Victory Financial Group
Texas
– -$279K -1,150 Closed
TIM
2215
Tortoise Investment Management
New York
– -$277K -1,144 Closed
WIM
2216
Warwick Investment Management
Texas
– -$276K -1,139 Closed
NCTC
2217
New Covenant Trust Company
Indiana
– -$279K -1,124 Closed
PL
2218
Plancorp LLC
Missouri
– -$271K -1,118 Closed
SPWM
2219
Spartan Planning & Wealth Management
North Carolina
– -$268K -1,104 Closed
BOM
2220
Bank of Marin
California
– -$267K -1,101 Closed
MBTD
2221
Mechanics Bank - Trust Department
California
– -$267K -1,100 Closed
FWA
2222
FSM Wealth Advisors
Ohio
– -$266K -1,099 Closed
RL
2223
Retireful LLC
Michigan
– -$268K -1,098 Closed
LWP
2224
LMG Wealth Partners
Louisiana
– -$264K -1,090 Closed
CCM
2225
Charter Capital Management
Wisconsin
– -$262K -1,082 Closed
87 88
89
90 91