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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
851
TrueWealth LLC
Georgia
$47K – – –
SCM
852
Silvant Capital Management
Georgia
$46K – – –
PFBT
853
Parkside Financial Bank & Trust
Missouri
$46K +$1.45K +15 +3%
BCA
854
Berman Capital Advisors
Georgia
$45K -$289 -3 -0.7%
IA
855
IFP Advisors
Florida
$44K -$22.7K -236 -35%
TF
856
TimeScale Financial
Massachusetts
$44K – – –
PB
857
Pinnacle Bancorp
Nebraska
$44K +$7.81K +81 +23%
BCWM
858
Bartlett & Co Wealth Management
Ohio
$41.2K -$28.9K -300 -43%
SFG
859
Sowa Financial Group
Rhode Island
$41K +$38.5K +400 New
EWP
860
Engrave Wealth Partners
Texas
$39K +$36.8K +382 New
EI
861
Ellevest Inc
New York
$38K +$31.9K +331 +974%
LJHT
862
Laurie J. Hall Trustee
$36K – – –
GEA
863
Glen Eagle Advisors
New Jersey
$33.8K – – –
FDCDDQ
864
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.3K -$1.06M -11,020 -97%
CWP
865
CFM Wealth Partners
Texas
$33K +$30.5K +316 New
BWL
866
Bogart Wealth LLC
Virginia
$31K – – –
RMC
867
Resources Management Corp
Connecticut
$31K – – –
VEA
868
Virtus ETF Advisers
New York
$31K – – –
BC
869
Barnett & Company
Tennessee
$31K +$27.4K +284 +1,352%
KPW
870
Kore Private Wealth
New York
$31K +$28.9K +300 New
CB
871
CNB Bank
Pennsylvania
$30K +$27.7K +287 New
SLF
872
Sun Life Financial
Ontario, Canada
$29K -$10.4K -108 -28%
EFSCE
873
Enterprise Financial Services Corp (EFSC)
Missouri
$29K – – –
GWS
874
Glassman Wealth Services
Virginia
$29K +$1.74K +18 +7%
CA
875
Crewe Advisors
Utah
$29K +$27.4K +284 New
33 34
35
36 37