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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
776
Centaurus Financial
California
$317K +$261K +2,417 New
MAA
777
Matrix Asset Advisors
New York
$317K – – –
WAM
778
Watershed Asset Management
California
$316K +$260K +2,410 New
WAM
779
WNY Asset Management
New York
$312K +$20.5K +190 +9%
V
780
ViaWealth
Kansas
$312K -$70.2K -651 -21%
MWM
781
Marion Wealth Management
Pennsylvania
$310K – – –
PWM
782
Perigon Wealth Management
California
$310K +$3.34K +31 +1%
WBC
783
Westpac Banking Corp
Australia
$309K -$148K -1,369 -37%
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$308K +$253K +2,346 New
WG
785
Welch Group
Alabama
$305K – – –
FWM
786
FFT Wealth Management
Pennsylvania
$305K +$8.63K +80 +4%
PA
787
Probity Advisors
Texas
$303K -$35.3K -327 -12%
AG
788
AlTi Global
New York
$303K +$249K +2,311 New
JWCA
789
J.W. Cole Advisors
Florida
$302K -$3.02K -28 -1%
PCP
790
Proficio Capital Partners
Massachusetts
$301K +$9.71K +90 +4%
NGA
791
Naples Global Advisors
Florida
$299K – – –
GVAG
792
Great Valley Advisor Group
Delaware
$298K -$14.7K -136 -6%
SFO
793
Stokes Family Office
Louisiana
$297K -$46.1K -427 -16%
AFG
794
Atomi Financial Group
New York
$297K +$244K +2,265 New
MFS
795
Mirabella Financial Services
United Kingdom
$296K +$243K +2,254 New
SCM
796
Shelton Capital Management
Colorado
$295K -$24.6K -228 -9%
SG
797
StoneX Group
New York
$295K +$17.8K +165 +8%
MCCP
798
Mission Creek Capital Partners
California
$292K -$7.55K -70 -3%
FFA
799
Farther Finance Advisors
California
$290K +$66.9K +620 +39%
JJBC
800
James J. Burns & Company
New York
$290K +$239K +2,212 New
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