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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
876
Nicolet Advisory Services
Wisconsin
$1.51M +$10.5K +48 +0.7%
FB
877
Fulton Bank
Pennsylvania
$1.5M -$2.85K -13 -0.2%
DTL
878
Dynamic Technology Lab
Singapore
$1.5M +$335K +1,532 +28%
PPWP
879
Premier Path Wealth Partners
New Jersey
$1.5M +$80.6K +368 +5%
SWM
880
Spire Wealth Management
Virginia
$1.5M +$234K +1,067 +18%
CW
881
CreativeOne Wealth
Kansas
$1.5M +$109K +497 +8%
WWM
882
Western Wealth Management
Colorado
$1.49M +$25K +114 +2%
ADL
883
Asset Dedication LLC
California
$1.49M +$8.1K +37 +0.5%
PCG
884
Prosperity Consulting Group
Maryland
$1.49M +$47.9K +219 +3%
MFP
885
Meridian Financial Partners
Virginia
$1.49M +$18.8K +86 +1%
CWP
886
Curated Wealth Partners
California
$1.49M -$32K -146 -2%
NA
887
Nordwand Advisors
Pennsylvania
$1.48M – – –
PCS
888
Personal CFO Solutions
New Jersey
$1.48M +$27.1K +124 +2%
TCM
889
Tandem Capital Management
New Jersey
$1.48M +$1.52M +6,948 New
WA
890
Waverly Advisors
Alabama
$1.47M +$352K +1,610 +30%
NERM
891
New England Research & Management
Illinois
$1.47M +$1.52M +6,925 New
CIA
892
Capital Investment Advisors
Georgia
$1.46M -$134K -612 -8%
ATPW
893
Ashton Thomas Private Wealth
Arizona
$1.46M +$1.05M +4,800 +234%
AP
894
Advisors Preferred
Maryland
$1.45M – – –
PIM
895
Plato Investment Management
Australia
$1.44M – – –
LAM
896
LECAP Asset Management
United Kingdom
$1.44M -$7.44K -34 -0.5%
BCM
897
Barden Capital Management
Texas
$1.43M -$1.09K -5 -0.1%
KF
898
Krilogy Financial
Missouri
$1.43M +$1.42M +6,466 New
AFP
899
Ausdal Financial Partners
Iowa
$1.43M +$928K +4,241 +170%
IUHSA
900
Itau Unibanco Holding S.A.
Brazil
$1.42M +$613K +2,800 +72%
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