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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1001
Diversify Advisory Services
Utah
$1.28M -$184K -826 -13%
ITFISA
1002
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.27M +$1.15M +5,145 +5,145%
SIG
1003
Sky Investment Group
Connecticut
$1.27M +$140K +629 +14%
EFG
1004
Everhart Financial Group
Ohio
$1.27M +$38.1K +171 +3%
CWP
1005
Curated Wealth Partners
California
$1.25M -$405K -1,818 -26%
BTC
1006
Bank & Trust Company
Illinois
$1.25M – – –
HCM
1007
Highview Capital Management
Illinois
$1.25M -$507K -2,276 -31%
CAG
1008
Csenge Advisory Group
Florida
$1.25M -$102K -456 -8%
AWS
1009
Aspen Wealth Strategies
Colorado
$1.24M -$1.11K -5 -0.1%
CIA
1010
Caerus Investment Advisors
Texas
$1.24M +$200K +897 +21%
MMG
1011
Monetary Management Group
Missouri
$1.24M -$86.2K -387 -7%
PL
1012
Perpetual Ltd
Australia
$1.24M +$108K +484 +10%
BO
1013
Bank OZK
Arkansas
$1.23M +$39.2K +176 +4%
PP
1014
PDS Planning
Ohio
$1.23M +$175K +788 +18%
RWB
1015
RMR Wealth Builders
New Jersey
$1.22M +$63.2K +284 +6%
HNB
1016
Hilltop National Bank
Wyoming
$1.21M -$186K -834 -14%
IA
1017
Investor AB
Sweden
$1.21M +$1.11M +5,000 New
NP
1018
NorthRock Partners
Minnesota
$1.21M -$2.46M -11,050 -69%
HIP
1019
HUB Investment Partners
Texas
$1.21M +$189K +849 +21%
C
1020
Certuity
Florida
$1.21M -$12.5K -56 -1%
CCM
1021
Corsair Capital Management
New York
$1.21M – – –
CCA
1022
Checchi Capital Advisers
California
$1.2M +$9.57K +43 +0.9%
FIA
1023
Foundations Investment Advisors
Arizona
$1.2M +$165K +743 +18%
AL
1024
Aspiriant LLC
California
$1.2M +$188K +844 +21%
IWM
1025
IHT Wealth Management
Illinois
$1.2M +$112K +504 +11%
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