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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
876
Opal Wealth Advisors
New York
$294K +$29.5K +207 +12%
NG
877
Norden Group
Utah
$293K +$279K +1,959 New
WP
878
WMS Partners
Maryland
$292K -$18.1K -127 -6%
SG
879
StoneX Group
New York
$290K +$285 +2 +0.1%
SQA
880
Simon Quick Advisors
New Jersey
$289K +$55.3K +388 +25%
SIA
881
Schechter Investment Advisors
Michigan
$289K -$8.4K -59 -3%
SVWAG
882
Sound View Wealth Advisors Group
Georgia
$289K +$11.7K +82 +4%
BFIM
883
Beese Fulmer Investment Management
Ohio
$288K – – –
FBB
884
Fulton Breakefield Broenniman
Maryland
$287K – – –
CIM
885
CIM Investment Management
Pennsylvania
$287K -$5.41K -38 -2%
NGA
886
Naples Global Advisors
Florida
$287K -$49.8K -350 -15%
PCM
887
Pennsylvania Capital Management
Pennsylvania
$287K +$273K +1,915 New
IWM
888
IHT Wealth Management
Illinois
$286K -$31.9K -224 -10%
PPWM
889
Paragon Private Wealth Management
Kentucky
$286K +$28.3K +199 +12%
PA
890
Probity Advisors
Texas
$284K -$7.41K -52 -3%
SIM
891
Stratos Investment Management
Ohio
$283K -$285 -2 -0.1%
RBC
892
Romano Brothers & Co
Illinois
$281K – – –
RBFC
893
Roman Butler Fullerton & Co
Missouri
$281K +$570 +4 +0.2%
BBW
894
Blue Barn Wealth
Utah
$277K -$2.14K -15 -0.8%
PP
895
PDS Planning
Ohio
$276K +$5.27K +37 +2%
SIM
896
Studio Investment Management
Illinois
$275K +$12K +84 +5%
IA
897
IFP Advisors
Florida
$275K -$61.4K -431 -19%
HW
898
Hancock Whitney
Mississippi
$274K -$142 -1 -0.1%
QC
899
Quent Capital
New York
$273K -$4.84K -34 -2%
C
900
CEDRUS
Colorado
$272K +$14.5K +102 +6%
34 35
36
37 38