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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
626
Graypoint LLC
New York
$759K -$17.5K -125 -2%
VFA
627
Valeo Financial Advisors
Indiana
$758K +$67.1K +478 +10%
PWM
628
Power Wealth Management
Georgia
$748K +$465K +3,318 +159%
NFA
629
Northern Financial Advisors
Michigan
$744K -$3.37K -24 -0.4%
CFG
630
Citizens Financial Group
Rhode Island
$744K +$407K +2,903 +118%
WPC
631
Wedmont Private Capital
Pennsylvania
$742K +$84.7K +604 +13%
RA
632
RFG Advisory
Alabama
$740K -$233K -1,664 -24%
MLA
633
My Legacy Advisors
Oregon
$731K +$142K +1,015 +24%
LC
634
Lindbrook Capital
California
$728K +$62.6K +446 +9%
CL
635
CSS LLC
Illinois
$728K -$98.2K -700 -12%
QCG
636
Quadrant Capital Group
Ohio
$725K +$62.4K +445 +9%
BTC
637
Bank & Trust Company
Illinois
$724K +$734K +5,229 New
KWM
638
Kingsview Wealth Management
Oregon
$719K -$1.72M -12,244 -70%
FFM
639
Forum Financial Management
Illinois
$719K -$1.4K -10 -0.2%
SW
640
SteelPeak Wealth
California
$719K -$3.45M -24,610 -83%
P
641
&Partners
Tennessee
$718K +$531K +3,786 +271%
BO
642
Bank OZK
Arkansas
$716K -$108K -770 -13%
WANY
643
Wealthspire Advisors (New York)
New York
$712K -$5.33K -38 -0.7%
AWM
644
Axxcess Wealth Management
California
$699K +$25.1K +179 +4%
SACTSONJ
645
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$692K – – –
AAM
646
Advisors Asset Management
Colorado
$692K +$358K +2,551 +104%
MCC
647
Malaga Cove Capital
California
$691K -$218K -1,554 -24%
AWS
648
Aspen Wealth Strategies
Colorado
$668K -$23.3K -166 -4%
QI
649
Qtron Investments
Massachusetts
$666K – – –
ET
650
Equitable Trust
Tennessee
$666K +$675K +4,810 New
24 25
26
27 28