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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
851
IHT Wealth Management
Illinois
$296K +$701 +5 +0.2%
AIM
852
Alhambra Investment Management
Florida
$295K -$29.3K -209 -9%
CIA
853
Concurrent Investment Advisors
Florida
$292K -$33.8K -241 -10%
CIA
854
Choate Investment Advisors
Massachusetts
$291K +$18.2K +130 +7%
PP
855
Paloma Partners
Connecticut
$291K +$295K +2,100 New
WP
856
WMS Partners
Maryland
$288K +$40.5K +289 +16%
SGK
857
Steigerwald Gordon & Koch
Virginia
$285K – – –
AWA
858
Aaron Wealth Advisors
Illinois
$285K +$45.7K +326 +19%
FMLI
859
Fukoku Mutual Life Insurance
Japan
$284K – – –
CFG
860
Carr Financial Group
Massachusetts
$284K +$1.26K +9 +0.4%
SYBT
861
Stock Yards Bank & Trust
Kentucky
$283K – – –
GA
862
Greenspring Advisors
Maryland
$279K – – –
UAS
863
United Asset Strategies
New York
$277K – – –
1W
864
1776 Wealth
Georgia
$277K – – –
ERWM
865
Elk River Wealth Management
Colorado
$277K – – –
LCWP
866
Legacy Capital Wealth Partners
Arkansas
$277K +$280K +1,997 New
FH
867
FWG Holdings
Florida
$276K – – –
MWM
868
Marion Wealth Management
Pennsylvania
$276K – – –
CWM
869
Chemistry Wealth Management
New York
$276K +$279K +1,990 New
TA
870
TruWealth Advisors
Louisiana
$275K +$18.5K +132 +7%
SIA
871
Schechter Investment Advisors
Michigan
$275K +$81.2K +579 +41%
CIA
872
Capital Investment Advisors
Georgia
$275K +$3.79K +27 +1%
PWPS
873
Pinnacle Wealth Planning Services
Ohio
$274K -$421 -3 -0.2%
LFA
874
Legacy Financial Advisors
Kentucky
$272K -$4.07K -29 -1%
OAM
875
Ostrum Asset Management
France
$272K -$21.5K -153 -7%
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36 37