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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
651
Cohen Klingenstein
New York
$1.13M – – –
VFA
652
Valeo Financial Advisors
Indiana
$1.11M +$131K +695 +13%
MFG
653
Merit Financial Group
Georgia
$1.1M +$417K +2,207 +56%
MYAM
654
Meiji Yasuda Asset Management
Japan
$1.1M +$10K +53 +0.9%
SW
655
SteelPeak Wealth
California
$1.09M +$567 +3 +0%
CSP
656
Cary Street Partners
Virginia
$1.09M -$111K -585 -9%
WCM
657
Whitener Capital Management
North Carolina
$1.09M -$19.8K -105 -2%
GL
658
Graypoint LLC
New York
$1.09M -$9.63K -51 -0.8%
SWP
659
Stratos Wealth Partners
Ohio
$1.08M -$287K -1,518 -20%
AI
660
Arvest Investments
Arkansas
$1.07M -$17.4K -92 -2%
EWM
661
EPG Wealth Management
Georgia
$1.07M +$35.5K +188 +3%
G
662
GenTrust
Florida
$1.07M +$5.67K +30 +0.5%
AC
663
Addison Capital
Pennsylvania
$1.07M +$8.12K +43 +0.7%
1IA
664
1834 Investment Advisors
Wisconsin
$1.06M +$3.4K +18 +0.3%
RWP
665
RWA Wealth Partners
Massachusetts
$1.05M +$164K +866 +17%
PCA
666
Pallas Capital Advisors
Massachusetts
$1.05M +$682K +3,610 +162%
KPWS
667
Kestra Private Wealth Services
Texas
$1.05M -$5.48K -29 -0.5%
CPWA
668
Cerro Pacific Wealth Advisors
California
$1.04M -$2.65K -14 -0.2%
ACA
669
Aptus Capital Advisors
Alabama
$1.04M +$24K +127 +2%
GI
670
GLOBALT Investments
Georgia
$1.03M -$47.8K -253 -4%
CAM
671
Cidel Asset Management
Ontario, Canada
$1.02M -$62.9K -333 -6%
CHAM
672
Clear Harbor Asset Management
Connecticut
$1.01M +$36.3K +192 +4%
FFM
673
Forum Financial Management
Illinois
$1.01M -$567 -3 -0.1%
LC
674
Lindbrook Capital
California
$1.01M +$60.1K +318 +6%
JWM
675
Jeppson Wealth Management
California
$1.01M -$3.78K -20 -0.4%
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