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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
726
Evergreen Capital Management
Washington
$815K +$26.6K +141 +3%
BHCM
727
Brevan Howard Capital Management
Jersey
$806K +$864K +4,574 New
CA
728
Continuum Advisory
Idaho
$805K +$68.6K +363 +9%
PFBT
729
Parkside Financial Bank & Trust
Missouri
$799K +$58.7K +311 +8%
SIG
730
Sky Investment Group
Connecticut
$799K – – –
MPIA
731
Mountain Pacific Investment Advisers
Idaho
$798K – – –
AWS
732
Aspen Wealth Strategies
Colorado
$795K -$22.1K -117 -3%
IIC
733
Ironwood Investment Counsel
Arizona
$795K -$148K -784 -15%
RPC
734
Rossmore Private Capital
Connecticut
$790K +$832K +4,406 New
TAM
735
Trust Asset Management
Texas
$789K -$12.8K -68 -2%
SFI
736
Siemens Fonds Invest
Germany
$783K +$45.3K +240 +6%
SWP
737
Sagespring Wealth Partners
Tennessee
$783K +$171K +906 +26%
JC
738
JBF Capital
Colorado
$771K -$132K -700 -14%
PPWP
739
Premier Path Wealth Partners
New Jersey
$769K +$56.7K +300 +8%
OIA
740
OneDigital Investment Advisors
Kansas
$769K +$229K +1,213 +39%
IIC
741
Integrated Investment Consultants
Michigan
$765K -$45.9K -243 -5%
SFS
742
Sowell Financial Services
Arkansas
$761K +$801K +4,243 New
UIM
743
Unified Investment Management
Georgia
$752K -$157K -830 -17%
DWP
744
Daymark Wealth Partners
Ohio
$751K +$78K +413 +11%
IAN
745
Integrated Advisors Network
Texas
$749K -$4.63M -24,520 -85%
CIA
746
Capital Investment Advisors
Georgia
$748K +$441K +2,332 +127%
SLI
747
Sumitomo Life Insurance
Japan
$746K +$7.56K +40 +1%
SC
748
SouthState Corp
Florida
$746K +$17.4K +92 +2%
WWM
749
Western Wealth Management
Colorado
$744K -$19.6K -104 -2%
MOS
750
MGO One Seven
Ohio
$737K -$118K -623 -13%
28 29
30
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