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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
901
New Century Financial Group
New Jersey
$248K +$252K +1,794 New
CW
902
CreativeOne Wealth
Kansas
$248K +$12.9K +92 +5%
AC
903
ASB Consultores
Florida
$247K -$292K -2,079 -54%
PCM
904
Penserra Capital Management
California
$247K +$2.38K +17 +1%
WFC
905
Western Financial Corp
California
$246K -$18K -128 -7%
CFO
906
CVA Family Office
Colorado
$246K +$3.79K +27 +2%
FIA
907
Foundations Investment Advisors
Arizona
$244K -$1.4K -10 -0.6%
RBFC
908
Roman Butler Fullerton & Co
Missouri
$244K +$421 +3 +0.2%
DWS
909
Dynamic Wealth Strategies
California
$244K -$2.25K -16 -0.9%
HTIM
910
Harbour Trust & Investment Management
Indiana
$244K – – –
PTC
911
Private Trust Company
Ohio
$244K +$44.6K +318 +22%
SA
912
SpiderRock Advisors
Delaware
$244K -$13.5K -96 -5%
OWA
913
Opal Wealth Advisors
New York
$243K +$246K +1,757 New
SIM
914
Studio Investment Management
Illinois
$243K +$9.82K +70 +4%
CM
915
Caption Management
Oklahoma
$242K +$246K +1,750 New
DWM
916
Drive Wealth Management
Utah
$242K +$3.65K +26 +2%
LCGC
917
Legacy Capital Group California
California
$238K +$2.52K +18 +1%
C
918
CEDRUS
Colorado
$238K +$241K +1,717 New
BTI
919
Blue Trust Inc
Georgia
$237K +$66.9K +477 +43%
AWA
920
Arkadios Wealth Advisors
Georgia
$237K +$22K +157 +10%
PPWM
921
Paragon Private Wealth Management
Kentucky
$237K +$19.4K +138 +9%
HWA
922
Heartwood Wealth Advisors
Virginia
$236K – – –
KP
923
Keel Point
Alabama
$236K -$31.1K -222 -11%
SSWM
924
Strait & Sound Wealth Management
California
$235K -$49.8K -355 -17%
BEI
925
Benjamin Edwards Inc
Missouri
$234K +$14.3K +102 +6%
35 36
37
38 39