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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1051
Passive Capital Management
Maryland
$262K – – –
RLH
1052
RD Lewis Holdings
Florida
$262K -$3.97K -21 -1%
DBRC
1053
D.B. Root & Company
Pennsylvania
$261K +$1.89K +10 +0.7%
EFG
1054
Ethos Financial Group
Pennsylvania
$261K – – –
JIC
1055
Johnson Investment Counsel
Ohio
$261K +$18.9K +100 +7%
USCWA
1056
U.S. Capital Wealth Advisors
Texas
$261K +$275K +1,454 New
DA
1057
Doliver Advisors
Texas
$261K -$9.63K -51 -3%
GP
1058
Guardian Partners
Canada
$260K – – –
CFO
1059
CVA Family Office
Colorado
$259K +$15.1K +80 +6%
HAS
1060
HBW Advisory Services
California
$259K -$5.1K -27 -2%
MCM
1061
Marathon Capital Management
Maryland
$257K – – –
HI
1062
Human Investing
Oregon
$257K +$16.6K +88 +7%
RW
1063
RVW Wealth
California
$256K +$4.16K +22 +2%
FFA
1064
Founders Financial Alliance
North Carolina
$254K +$24.4K +129 +10%
LFAS
1065
Level Four Advisory Services
Texas
$253K +$22.1K +117 +9%
ASG
1066
Ariston Services Group
California
$253K – – –
PWPS
1067
Pinnacle Wealth Planning Services
Ohio
$252K -$2.65K -14 -1%
NG
1068
Novem Group
New York
$252K +$266K +1,406 New
PWM
1069
Pines Wealth Management
North Carolina
$252K -$19.6K -104 -6%
HWA
1070
Heartwood Wealth Advisors
Virginia
$251K – – –
PDL
1071
Portfolio Design Labs
California
$251K -$1.54M -8,141 -85%
AFP
1072
Ausdal Financial Partners
Iowa
$250K +$264K +1,397 New
CFG
1073
Carr Financial Group
Massachusetts
$250K -$127K -670 -32%
OFO
1074
OneAscent Family Office
Alabama
$250K -$51.2K -271 -16%
BMC
1075
Benin Management Corp
Connecticut
$248K +$35.5K +188 +16%
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