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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
1126
Dorsey & Whitney Trust
South Dakota
$652K +$6.48K +31 +0.9%
CIAS
1127
Capital Investment Advisory Services
North Carolina
$647K -$11.5K -55 -2%
PPW
1128
Parcion Private Wealth
Washington
$641K -$242K -1,159 -25%
SAM
1129
Stembrook Asset Management
New Jersey
$639K – – –
HWA
1130
HCR Wealth Advisors
California
$638K +$6.69K +32 +0.9%
PFGIA
1131
Patriot Financial Group Insurance Agency
Massachusetts
$636K +$350K +1,671 +92%
LI
1132
LRI Investments
Florida
$634K -$14.2K -68 -2%
TCM
1133
Traub Capital Management
Massachusetts
$633K +$54.6K +261 +8%
TCWA
1134
Turtle Creek Wealth Advisors
Texas
$632K +$11.1K +53 +2%
BCWM
1135
Bartlett & Co Wealth Management
Ohio
$626K -$32.4K -155 -4%
SHFG
1136
S Harris Financial Group
Texas
$625K +$7.95K +38 +1%
PWPS
1137
Pinnacle Wealth Planning Services
Ohio
$625K +$5.23K +25 +0.7%
RIG
1138
RiverFront Investment Group
Virginia
$625K +$251K +1,202 +54%
KCP
1139
Kera Capital Partners
California
$619K -$8.16K -39 -1%
AHL
1140
Abel Hall LLC
Louisiana
$619K +$174K +832 +32%
GJWM
1141
Gilliland Jeter Wealth Management
Arkansas
$618K +$1.67K +8 +0.2%
LAM
1142
L2 Asset Management
Massachusetts
$616K +$40.6K +194 +6%
BAM
1143
Blueshift Asset Management
New Jersey
$616K +$706K +3,375 New
AIM
1144
Acropolis Investment Management
Missouri
$616K +$12.8K +61 +2%
S
1145
SimplyRich
California
$615K – – –
UWS
1146
Unique Wealth Strategies
Illinois
$614K +$99.6K +476 +16%
RCA
1147
Resonant Capital Advisors
Wisconsin
$613K +$54.8K +262 +8%
AAG
1148
Armstrong Advisory Group
Massachusetts
$612K -$23.8K -114 -3%
FFA
1149
Founders Financial Alliance
North Carolina
$612K +$837 +4 +0.1%
WA
1150
Wealth Alliance
New York
$612K -$19.2K -92 -3%
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