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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
876
Roman Butler Fullerton & Co
Missouri
$263K +$9.62K +71 +4%
HTIM
877
Harbour Trust & Investment Management
Indiana
$262K -$13.5K -100 -5%
PCM
878
Penserra Capital Management
California
$262K -$226K -1,669 -49%
CFO
879
CVA Family Office
Colorado
$261K +$542 +4 +0.2%
OWMIAS
880
One Wealth Management Investment & Advisory Services
Florida
$260K +$236K +1,744 New
IFG
881
Independent Financial Group
California
$258K +$19.5K +144 +9%
AWA
882
Aaron Wealth Advisors
Illinois
$258K +$234K +1,731 New
DWM
883
Drive Wealth Management
Utah
$256K +$948 +7 +0.4%
AA
884
Advisory Alpha
Michigan
$254K +$231K +1,707 New
HWA
885
Heartwood Wealth Advisors
Virginia
$254K – – –
LCGC
886
Legacy Capital Group California
California
$253K -$3.25K -24 -1%
CW
887
CreativeOne Wealth
Kansas
$253K -$106K -782 -32%
SA
888
SpiderRock Advisors
Delaware
$253K +$251K +1,855 New
PIFP
889
Partners in Financial Planning
Virginia
$251K – – –
GRP
890
Global Retirement Partners
California
$251K +$59.7K +441 +35%
SIM
891
Studio Investment Management
Illinois
$251K +$19.9K +147 +10%
ZCM
892
Ziegler Capital Management
Illinois
$250K -$7.18K -53 -3%
CPIG
893
Chicago Partners Investment Group
Illinois
$250K +$9.07K +67 +4%
SMA
894
Sage Mountain Advisors
Georgia
$249K +$226K +1,672 New
PP
895
PDS Planning
Ohio
$248K +$6.23K +46 +3%
PA
896
Prossimo Advisors
California
$248K +$225K +1,665 New
AAS
897
Asset Allocation Strategies
Michigan
$246K +$224K +1,655 New
CLOS
898
Compagnie Lombard Odier SCmA
Switzerland
$246K – – –
FFO
899
Fiduciary Family Office
Florida
$244K -$20.3K -150 -8%
HP
900
Hilltop Partners
Indiana
$243K +$221K +1,635 New
34 35
36
37 38