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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2301
Capula Management
Cayman Islands
– -$149K -670 Closed
PAM
2302
Palisade Asset Management
Minnesota
– -$109K -511 Closed
FF
2303
Francis Financial
– -$200K -499 Closed
GFWA
2304
Grey Fox Wealth Advisors
Delaware
– -$93.3K -439 Closed
JWM
2305
JPL Wealth Management
Colorado
– -$84.4K -397 Closed
FLP
2306
Financial Life Planners
Arizona
– -$75.6K -356 Closed
AAG
2307
Accordant Advisory Group
Maryland
– -$63.8K -300 Closed
FLFS
2308
Family Legacy Financial Solutions
North Carolina
– -$41.7K -196 Closed
ACM
2309
Adalta Capital Management
New York
– -$37.8K -178 Closed
CWM
2310
Crowley Wealth Management
Delaware
– -$32.7K -154 Closed
PPA
2311
Painted Porch Advisors
California
– -$32.5K -153 Closed
SAM
2312
Strive Asset Management
Ohio
– -$27.6K -130 Closed
NC
2313
North Capital
Utah
– -$25.5K -120 Closed
LCM
2314
Logan Capital Management
Pennsylvania
– -$21.3K -100 Closed
EPAM
2315
Evelyn Partners Asset Management
– -$21K -99 Closed
DIP
2316
DT Investment Partners
Pennsylvania
– -$17.9K -84 Closed
CAC
2317
Core Alternative Capital
Georgia
– -$15.9K -75 Closed
CCM
2318
Cloud Capital Management
Washington
– -$11K -53 Closed
HHGA
2319
Halbert Hargrove Global Advisors
California
– -$11.1K -52 Closed
OA
2320
Operose Advisors
Wisconsin
– -$10.8K -51 Closed
MSWA
2321
Marshall & Sterling Wealth Advisors
New York
– -$9.78K -46 Closed
CT
2322
Clearstead Trust
Maine
– -$7.44K -35 Closed
SFCL
2323
Strengthening Families & Communities LLC
Massachusetts
– -$7.48K -35 Closed
WCM
2324
Westend Capital Management
California
– -$4.68K -22 Closed
EPW
2325
Evergreen Private Wealth
Colorado
– -$2.34K -11 Closed
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