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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1101
D.J. St. Germain
Massachusetts
$996K +$223 +1 +0%
TA
1102
TruWealth Advisors
Louisiana
$992K +$6.9K +31 +0.8%
SFG
1103
Sather Financial Group
Texas
$988K – – –
LSA
1104
Leonteq Securities AG
Switzerland
$988K +$506K +2,271 +126%
RP
1105
Riverwater Partners
Wisconsin
$986K -$7.57K -34 -0.8%
KCM
1106
Kendall Capital Management
Maryland
$984K -$292K -1,310 -24%
BCM
1107
Brasada Capital Management
Texas
$969K -$11.1K -50 -1%
BWP
1108
BSW Wealth Partners
Colorado
$969K +$101K +455 +13%
GAA
1109
Global Assets Advisory
Florida
$969K +$628K +2,821 +239%
SSA
1110
Shepherd Street Advisors
California
$969K +$890K +3,997 New
IIC
1111
Ironwood Investment Counsel
Arizona
$966K -$19.4K -87 -2%
LFA
1112
Laraway Financial Advisors
Minnesota
$958K – – –
TC
1113
Tannin Capital
North Carolina
$951K +$874K +3,925 New
FFS
1114
Flavin Financial Services
Florida
$949K +$890 +4 +0.1%
CIM
1115
Cambria Investment Management
California
$948K -$566K -2,543 -39%
AP
1116
Anchyra Partners
Georgia
$947K +$870K +3,908 New
OL
1117
Optas LLC
Texas
$942K +$89.7K +403 +12%
FFM
1118
Fullerton Fund Management
Singapore
$939K +$16K +72 +2%
CWM
1119
Circle Wealth Management
New Jersey
$937K +$15.6K +70 +2%
IAS
1120
Insigneo Advisory Services
Florida
$932K -$97.1K -436 -10%
CL
1121
CSS LLC
Illinois
$927K -$401K -1,800 -32%
SW
1122
SteelPeak Wealth
California
$919K -$750K -3,371 -47%
AA
1123
Advisory Alpha
Michigan
$917K +$111K +500 +15%
SG
1124
StoneX Group
New York
$916K +$115K +516 +16%
SL
1125
Sentinus LLC
Illinois
$912K +$481K +2,162 +135%
43 44
45
46 47