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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1001
IHT Wealth Management
Illinois
$942K +$48.5K +232 +5%
IWA
1002
Icon Wealth Advisors
Texas
$941K -$396K -1,895 -28%
FMI
1003
Frec Markets Inc
California
$940K +$292K +1,397 +37%
SAI
1004
Savvy Advisors Inc
New York
$934K -$45.2K -216 -4%
MGIA
1005
Moneta Group Investment Advisors
Missouri
$929K +$131K +628 +14%
WSFS
1006
Wilmington Savings Fund Society
Delaware
$919K +$62.8K +300 +6%
JSW
1007
Journey Strategic Wealth
New Jersey
$918K +$141K +675 +15%
RWB
1008
RMR Wealth Builders
New Jersey
$918K +$2.3K +11 +0.2%
BO
1009
Bank OZK
Arkansas
$915K -$12.3K -59 -1%
FIA
1010
Foundations Investment Advisors
Arizona
$912K +$8.16K +39 +0.8%
HIA
1011
Harbor Investment Advisory
Maryland
$912K -$983K -4,698 -48%
MMG
1012
Monetary Management Group
Missouri
$912K -$20.9K -100 -2%
CCM
1013
Corsair Capital Management
New York
$909K – – –
AWS
1014
Aspen Wealth Strategies
Colorado
$907K -$29.5K -141 -3%
CPWA
1015
Cerro Pacific Wealth Advisors
California
$907K +$41.8K +200 +4%
TC
1016
Tannin Capital
North Carolina
$906K +$217K +1,039 +26%
WF
1017
Welch & Forbes
Massachusetts
$902K -$112K -537 -10%
AWM
1018
Aprio Wealth Management
Georgia
$898K -$333K -1,593 -24%
DS
1019
DRW Securities
Illinois
$897K -$4.9M -23,442 -83%
WFA
1020
Wellspring Financial Advisors
Ohio
$894K +$447K +2,139 +78%
MWM
1021
Modera Wealth Management
New Jersey
$893K -$109K -523 -10%
AC
1022
Addison Capital
Pennsylvania
$886K -$107K -510 -10%
AWM
1023
Arista Wealth Management
Nevada
$884K +$3.97K +19 +0.4%
RPC
1024
Rossmore Private Capital
Connecticut
$884K – – –
GSEP
1025
Golden State Equity Partners
California
$883K +$289K +1,380 +40%
39 40
41
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