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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1026
Paragon Private Wealth Management
Kentucky
$961K +$194K +884 +24%
SDWIA
1027
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$957K – – –
PCM
1028
Pennsylvania Capital Management
Pennsylvania
$953K +$1.09K +5 +0.1%
NFG
1029
Nations Financial Group
Iowa
$946K +$10.7K +49 +1%
IWM
1030
IHT Wealth Management
Illinois
$942K -$876 -4 -0.1%
RBFC
1031
Roman Butler Fullerton & Co
Missouri
$931K +$14.4K +66 +2%
PP
1032
Patron Partners
Texas
$924K -$16.2K -74 -2%
CI
1033
CX Institutional
Indiana
$916K -$5.95M -27,161 -86%
MWM
1034
Mission Wealth Management
California
$915K +$110K +502 +13%
PI
1035
PFG Investments
New York
$912K +$83.8K +383 +10%
PFU
1036
Parus Finance (UK)
United Kingdom
$911K +$224K +1,025 +31%
RBC
1037
Romano Brothers & Co
Illinois
$910K -$4.38K -20 -0.5%
JSW
1038
Journey Strategic Wealth
New Jersey
$910K -$59.8K -273 -6%
IAS
1039
Insigneo Advisory Services
Florida
$910K +$42K +192 +5%
PFPT
1040
Pinnacle Financial Partners (Tennessee)
Tennessee
$910K -$1.75M -8,011 -65%
FFP
1041
FourThought Financial Partners
Florida
$909K -$21.7K -99 -2%
OHWP
1042
Oak Harbor Wealth Partners
North Carolina
$908K +$98.1K +448 +12%
PP
1043
PDS Planning
Ohio
$907K +$7.22K +33 +0.8%
MYAM
1044
Meiji Yasuda Asset Management
Japan
$903K +$451K +2,058 +94%
KP
1045
Keel Point
Alabama
$902K +$23.9K +109 +3%
QWP
1046
Quotient Wealth Partners
Texas
$898K -$52.5K -240 -5%
HCM
1047
Howard Capital Management
Georgia
$898K +$28.9K +132 +3%
FIA
1048
Foundations Investment Advisors
Arizona
$897K -$65.2K -298 -7%
LFG
1049
Larson Financial Group
Missouri
$896K +$132K +604 +17%
CIA
1050
Caerus Investment Advisors
Texas
$895K +$921K +4,208 New
40 41
42
43 44