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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
901
Dillon & Associates
Michigan
$216K – – –
IIC
902
Integrated Investment Consultants
Michigan
$212K -$77.7K -533 -25%
WP
903
WealthSource Partners
California
$212K -$54.7K -375 -19%
EWS
904
Evergreen Wealth Solutions
Pennsylvania
$212K -$3.79K -26 -2%
APG
905
Abacus Planning Group
South Carolina
$211K +$235K +1,610 New
MHS
906
M Holdings Securities
Oregon
$211K +$235K +1,611 New
TCWM
907
Total Clarity Wealth Management
Illinois
$210K – – –
WAG
908
Winthrop Advisory Group
Massachusetts
$207K +$229K +1,573 New
EH
909
EMG Holdings
Connecticut
$206K +$230K +1,575 New
LWAC
910
Laurel Wealth Advisors (California)
California
$205K -$42.1K -289 -16%
LAM
911
L2 Asset Management
Massachusetts
$205K +$228K +1,561 New
QC
912
Quent Capital
New York
$204K +$48.7K +334 +27%
CAL
913
Capital Advisors Ltd
Ohio
$204K +$51.9K +356 +30%
BSW
914
Buckingham Strategic Wealth
Missouri
$204K +$227K +1,557 New
ICP
915
Interchange Capital Partners
Pennsylvania
$204K +$227K +1,559 New
FAM
916
Fulcrum Asset Management
United Kingdom
$203K – – –
THWM
917
Taylor Hoffman Wealth Management
Virginia
$202K – – –
MHR
918
Matthew Hamilton Rosenberg
$202K +$10.1K +69 +5%
LFA
919
Legacy Financial Advisors
Kentucky
$202K +$224K +1,537 New
CRIG
920
Charter Research & Investment Group
Connecticut
$201K – – –
PGAM
921
Princeton Global Asset Management
New Jersey
$196K – – –
WT
922
Washington Trust
Rhode Island
$188K – – –
CFO
923
CVA Family Office
Colorado
$185K +$51K +350 +33%
T
924
TCWP
Ohio
$183K +$203K +1,394 New
BAM
925
Belpointe Asset Management
Nevada
$181K +$202K +1,384 New
35 36
37
38 39