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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1001
Icon Wealth Advisors
Texas
$1.03M +$41.1K +215 +4%
BTC
1002
Bank & Trust Company
Illinois
$1.03M -$10.5K -55 -1%
BCM
1003
Barden Capital Management
Texas
$1.02M -$349K -1,824 -26%
MG
1004
Mather Group
Illinois
$1.02M +$66.8K +349 +7%
QC
1005
Quent Capital
New York
$1.01M +$100K +524 +12%
AWM
1006
Aprio Wealth Management
Georgia
$1.01M +$20.9K +109 +2%
BS
1007
Banco Santander
Spain
$1.01M +$342K +1,787 +55%
MMG
1008
Monetary Management Group
Missouri
$1M – – –
FMI
1009
Frec Markets Inc
California
$1M -$29.8K -156 -3%
CW
1010
CreativeOne Wealth
Kansas
$1M -$134K -699 -12%
CCM
1011
Corsair Capital Management
New York
$999K – – –
GIA
1012
Gladstone Institutional Advisory
Florida
$998K +$160K +835 +20%
BO
1013
Bank OZK
Arkansas
$992K -$13.2K -69 -1%
CPWA
1014
Cerro Pacific Wealth Advisors
California
$988K -$8.23K -43 -0.9%
TC
1015
Tannin Capital
North Carolina
$987K -$8.8K -46 -0.9%
MWM
1016
Modera Wealth Management
New Jersey
$983K +$574 +3 +0.1%
IMC
1017
Investment Management Corporation
Virginia
$979K +$8.61K +45 +0.9%
RWB
1018
RMR Wealth Builders
New Jersey
$976K -$31.8K -166 -3%
BFIM
1019
Beese Fulmer Investment Management
Ohio
$974K +$177K +923 +23%
FM
1020
Foster & Motley
Ohio
$974K -$286K -1,496 -24%
DFCM
1021
Dark Forest Capital Management
Puerto Rico
$973K +$928K +4,850 New
AWM
1022
Arista Wealth Management
Nevada
$973K +$191 +1 +0%
IAN
1023
Integrated Advisors Network
Texas
$972K -$572K -2,988 -38%
RPC
1024
Rossmore Private Capital
Connecticut
$972K – – –
CA
1025
Commerzbank Aktiengesellschaft
Germany
$967K -$72.9K -381 -7%
39 40
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