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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GIS
951
Grayhawk Investment Strategies
Alberta, Canada
$10.2K – – –
SWA
952
SOA Wealth Advisors
New York
$10.1K – – –
SFG
953
Steward Financial Group
Texas
$10K -$5.71K -57 -37%
AWM
954
Abound Wealth Management
Tennessee
$9.75K +$2.7K +27 +44%
JMF
955
Johnson Midwest Financial
Iowa
$9.41K – – –
WP
956
WealthPLAN Partners
Nebraska
$9.19K +$5.41K +54 +180%
SF
957
Safeguard Financial
Wisconsin
$9K +$9.01K +90 New
OC
958
Oakworth Capital
Alabama
$8.75K -$57.8K -577 -88%
IGWM
959
ICA Group Wealth Management
Colorado
$8.75K – – –
WWP
960
WR Wealth Planners
Missouri
$8.75K +$8.01K +80 New
IWP
961
IAG Wealth Partners
Wisconsin
$8.2K – – –
BAM
962
Byrne Asset Management
New Jersey
$8K – – –
RFG
963
RFP Financial Group
Georgia
$7.87K – – –
CMP
964
Coston McIsaac & Partners
Maine
$7K – – –
TC
965
Tacita Capital
Ontario, Canada
$7K – – –
MFT
966
Moisand Fitzgerald Tamayo
Florida
$6.56K – – –
IPW
967
Impact Partnership Wealth
Georgia
$6.56K +$6.01K +60 New
LSA
968
Lansing Street Advisors
Pennsylvania
$6.27K – – –
SIC
969
SJS Investment Consulting
Ohio
$5.91K -$501 -5 -8%
BWM
970
Baystate Wealth Management
Massachusetts
$5.86K -$2K -20 -27%
M
971
MOTCO
Texas
$5.8K +$4.11K +41 +342%
CSC
972
Caldwell Sutter Capital
California
$5.69K – – –
CBT
973
CoreFirst Bank & Trust
Kansas
$5.47K – – –
PA
974
PSI Advisors
Florida
$5.47K – – –
MA
975
Montag & Associates
Georgia
$5.47K +$601 +6 +14%
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