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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1101
Concord Wealth Partners
Virginia
$20.7K -$37.6K -268 -64%
WOSD
1102
WFA of San Diego
California
$19.1K +$19.4K +138 New
S
1103
Sachetta
Massachusetts
$18.9K +$2.1K +15 +14%
UOTTAIMCU
1104
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18.8K – – –
FCMT
1105
Founders Capital Management (Texas)
Texas
$18.3K – – –
SN
1106
Sittner & Nelson
Oregon
$17.7K – – –
SIS
1107
Sound Income Strategies
Florida
$17.7K -$17.4K -124 -49%
HWA
1108
HHM Wealth Advisors
Tennessee
$17.3K – – –
FFO
1109
Fortitude Family Office
Arizona
$17.2K +$13.9K +99 +396%
BIA
1110
Bell Investment Advisors
California
$17K – – –
CFD
1111
Creative Financial Designs
Indiana
$17K +$6.59K +47 +62%
JWA
1112
JFS Wealth Advisors
Pennsylvania
$16.9K -$561 -4 -3%
PCFFS
1113
Pacific Center for Financial Services
California
$15.4K – – –
WWP
1114
WR Wealth Planners
Missouri
$15.4K +$5.75K +41 +59%
GI
1115
Gradient Investments
Minnesota
$15.4K +$9.26K +66 +147%
LB
1116
Legacy Bridge
Iowa
$15.2K – – –
FFA
1117
Frazier Financial Advisors
Ohio
$15.1K – – –
GCM
1118
Gables Capital Management
Florida
$15.1K – – –
CAL
1119
Capital Analysts LLC
Pennsylvania
$15K – – –
VWA
1120
Valued Wealth Advisors
Utah
$14.3K +$2.67K +19 +23%
KSWA
1121
Kathleen S. Wright Associates
Pennsylvania
$14.1K – – –
SC
1122
Stephens Consulting
Michigan
$14K – – –
APW
1123
Acima Private Wealth
Virginia
$13.8K -$42.2K -301 -75%
LCM
1124
Logan Capital Management
Pennsylvania
$13.8K – – –
CFM
1125
Catalyst Funds Management
Australia
$13.8K +$14K +100 New
43 44
45
46 47