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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1126
Sound Income Strategies
Florida
$19.6K +$427 +3 +2%
OC
1127
Oakworth Capital
Alabama
$19.2K +$12.2K +86 +205%
SN
1128
Sittner & Nelson
Oregon
$19.2K – – –
JWA
1129
JFS Wealth Advisors
Pennsylvania
$19K +$712 +5 +4%
HWA
1130
HHM Wealth Advisors
Tennessee
$18.7K – – –
S
1131
Sachetta
Massachusetts
$18.6K – – –
BIA
1132
Bell Investment Advisors
California
$17.7K -$712 -5 -4%
SC
1133
Stephens Consulting
Michigan
$17.3K +$2.14K +15 +15%
FFO
1134
Fortitude Family Office
Arizona
$16.9K -$1.57K -11 -9%
PCFFS
1135
Pacific Center for Financial Services
California
$16.6K – – –
LB
1136
Legacy Bridge
Iowa
$16.5K – – –
TWD
1137
True Wealth Design
Ohio
$16.3K +$15.5K +109 New
CC
1138
Centiva Capital
New York
$15.7K -$1.14M -8,000 -99%
HT
1139
Headlands Technologies
Illinois
$15.7K +$15K +105 New
KSWA
1140
Kathleen S. Wright Associates
Pennsylvania
$15.3K – – –
APW
1141
Acima Private Wealth
Virginia
$15K – – –
LCM
1142
Logan Capital Management
Pennsylvania
$15K – – –
OIA
1143
Optimum Investment Advisors
Illinois
$15K +$14.2K +100 New
VWA
1144
Valued Wealth Advisors
Utah
$14.8K -$570 -4 -4%
OC
1145
Oarsman Capital
Wisconsin
$14.7K +$14K +98 New
EWP
1146
Elevation Wealth Partners
California
$14.4K – – –
GIS
1147
Grayhawk Investment Strategies
Alberta, Canada
$13.9K – – –
CAS
1148
Coppell Advisory Solutions
Texas
$13.6K -$16.2K -114 -56%
SWA
1149
SOA Wealth Advisors
New York
$13.5K – – –
GCM
1150
Gables Capital Management
Florida
$13.5K -$2.71K -19 -17%
44 45
46
47 48