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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
951
IAG Wealth Partners
Wisconsin
$7.21K – – –
BWM
952
Baystate Wealth Management
Massachusetts
$7.05K +$105 +1 +1%
CA
953
Crewe Advisors
Utah
$7.02K -$1.36K -13 -15%
MWC
954
MBM Wealth Consultants
Missouri
$7K – – –
BAM
955
Byrne Asset Management
New Jersey
$7K +$7.64K +73 New
RFG
956
RFP Financial Group
Georgia
$6.92K – – –
SS
957
Sunbelt Securities
Texas
$6.69K +$7.43K +71 New
PMFA
958
Plante Moran Financial Advisors
Michigan
$6.42K +$4.19K +40 +148%
JWA
959
JFS Wealth Advisors
Pennsylvania
$6.25K -$3.25K -31 -32%
SC
960
Schubert & Co
Texas
$6.06K +$1.26K +12 +24%
TC
961
Tacita Capital
Ontario, Canada
$6K -$5.23K -50 -43%
CMP
962
Coston McIsaac & Partners
Maine
$6K – – –
AWM
963
Abound Wealth Management
Tennessee
$5.97K – – –
LF
964
Lee Financial
Texas
$5.87K -$2.41K -23 -27%
MFT
965
Moisand Fitzgerald Tamayo
Florida
$5.77K – – –
SIC
966
SJS Investment Consulting
Ohio
$5.67K +$733 +7 +13%
NC
967
NewSquare Capital
Pennsylvania
$5.51K +$5.65K +54 +1,800%
LSA
968
Lansing Street Advisors
Pennsylvania
$5.48K – – –
CSC
969
Caldwell Sutter Capital
California
$5K +$5.44K +52 New
CBT
970
CoreFirst Bank & Trust
Kansas
$4.81K – – –
PA
971
PSI Advisors
Florida
$4.81K – – –
WBC
972
West Branch Capital
Massachusetts
$4.71K – – –
MA
973
Montag & Associates
Georgia
$4.23K – – –
SSC
974
Syverson Strege & Co
Iowa
$3.94K +$4.29K +41 New
CB
975
Centennial Bank
Arkansas
$3.75K – – –
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