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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
951
Jump Financial
Illinois
$321K -$9.7M -56,024 -97%
MSFS
952
Main Street Financial Solutions
Pennsylvania
$320K +$310K +1,793 New
CAL
953
Capital Analysts LLC
Pennsylvania
$318K +$109K +632 +55%
GIA
954
Gladstone Institutional Advisory
Florida
$317K +$9.69K +56 +3%
AWA
955
Arkadios Wealth Advisors
Georgia
$317K -$692 -4 -0.2%
CWM
956
Cornerstone Wealth Management
Missouri
$316K -$48.5K -280 -14%
SS
957
Sunbelt Securities
Texas
$316K +$22.7K +131 +8%
HPBT
958
Hickory Point Bank & Trust
Illinois
$316K +$307K +1,773 New
FFC
959
Frederick Financial Consultants
Maryland
$316K +$307K +1,772 New
JKSF
960
John & Kathleen Schreiber Foundation
Illinois
$315K +$306K +1,768 New
JSW
961
Journey Strategic Wealth
New Jersey
$315K +$1.56K +9 +0.5%
OTL
962
Oak Thistle LLC
New York
$313K +$304K +1,758 New
MFIM
963
Mesirow Financial Investment Management
Illinois
$311K +$24.4K +141 +9%
CCG
964
Catalina Capital Group
California
$311K +$23.2K +134 +8%
PWM
965
Pines Wealth Management
North Carolina
$308K +$304K +1,755 New
OWA
966
One Wealth Advisors
California
$304K +$1.73K +10 +0.6%
V
967
ViaWealth
Kansas
$303K -$104K -598 -26%
IC
968
Iconiq Capital
California
$302K +$293K +1,692 New
PIA
969
Pinion Investment Advisors
Kansas
$301K +$11.3K +65 +4%
PTC
970
Private Trust Company
Ohio
$301K -$20.1K -116 -6%
BB
971
Berkshire Bank
Massachusetts
$300K +$8.31K +48 +3%
KIM
972
Kestra Investment Management
Texas
$300K -$126K -730 -30%
FMI
973
F/M Investments
District of Columbia
$300K – – –
OFO
974
OneAscent Family Office
Alabama
$297K +$289K +1,667 New
SYBT
975
Stock Yards Bank & Trust
Kentucky
$296K -$81.4K -470 -22%
37 38
39
40 41