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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1101
Rise Advisors
New York
$33.1K +$142 +1 +0.5%
CMA
1102
Cedar Mountain Advisors
Oregon
$32.8K – – –
BCWM
1103
Bartlett & Co Wealth Management
Ohio
$32.6K – – –
CPA
1104
Clear Point Advisors
New York
$32.6K +$142 +1 +0.5%
GKIM
1105
GW&K Investment Management
Massachusetts
$32K +$1.71K +12 +6%
YDMI
1106
Y.D. More Investments
Israel
$31.7K +$1.42K +10 +5%
HGA
1107
Hobbs Group Advisors
South Carolina
$31.4K +$142 +1 +0.5%
HGERS
1108
Householder Group Estate & Retirement Specialist
Arizona
$31K – – –
W
1109
WealthCollab
Washington
$29.9K – – –
MSWM
1110
Mowery & Schoenfeld Wealth Management
Illinois
$29.6K – – –
CAC
1111
Core Alternative Capital
Georgia
$29K -$9.68K -68 -26%
LIS
1112
Legacy Investment Solutions
Idaho
$26.3K +$20.2K +142 New
LWMI
1113
Legacy Wealth Management (Idaho)
Idaho
$26.3K +$20.2K +142 New
CIA
1114
Cape Investment Advisory
Georgia
$26.2K – – –
SVCP
1115
Silicon Valley Capital Partners
California
$25.7K – – –
BWAM
1116
Boyd Watterson Asset Management
Ohio
$25.3K – – –
WWP
1117
WR Wealth Planners
Missouri
$25K +$7.97K +56 +50%
RAM
1118
Ramirez Asset Management
New York
$24.9K – – –
PWMG
1119
Private Wealth Management Group
New Jersey
$23.7K – – –
WOC
1120
West Oak Capital
California
$22.5K – – –
GXJ
1121
Global X Japan
Japan
$22.2K -$5.55K -39 -21%
HCP
1122
Hexagon Capital Partners
Arkansas
$21.1K -$1.71K -12 -8%
WOSD
1123
WFA of San Diego
California
$20.7K – – –
ZB
1124
Zions Bancorporation
Utah
$19.9K -$7.69K -54 -29%
FCMT
1125
Founders Capital Management (Texas)
Texas
$19.8K – – –
43 44
45
46 47