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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1201
Gries Financial
Ohio
$613K +$107K +491 +21%
FFC
1202
Frederick Financial Consultants
Maryland
$610K +$1.31K +6 +0.2%
AWE
1203
Avidian Wealth Enterprises
Texas
$609K +$30K +137 +5%
AIA
1204
Arbor Investment Advisors
North Carolina
$609K -$2.85K -13 -0.5%
JWA
1205
JFS Wealth Advisors
Pennsylvania
$608K +$551K +2,517 +732%
SCI
1206
Stableford Capital II
Arizona
$608K +$626K +2,858 New
PWMAG
1207
Pinnacle Wealth Management Advisory Group
New Jersey
$603K -$1.31K -6 -0.2%
SIC
1208
Sage Investment Counsel
Tennessee
$600K -$7.66K -35 -1%
WA
1209
Waddell & Associates
Tennessee
$598K +$170K +778 +38%
RZH
1210
Relyea Zuckerberg Hanson
Connecticut
$598K -$30K -137 -5%
PIP
1211
Peachtree Investment Partners
Florida
$598K – – –
SC
1212
Schubert & Co
Texas
$597K -$95.7K -437 -13%
KCP
1213
Kera Capital Partners
California
$592K +$65.7K +300 +12%
ALAM
1214
Asahi Life Asset Management
Japan
$591K -$19.9K -91 -3%
PCM
1215
Pointe Capital Management
Michigan
$591K – – –
DIS
1216
Diversified Investment Strategies
Louisiana
$590K – – –
APM
1217
a16z Perennial Management
California
$590K +$607K +2,774 New
AIM
1218
Acropolis Investment Management
Missouri
$588K -$7.22K -33 -1%
CA
1219
CoreCap Advisors
Michigan
$587K +$14.2K +65 +2%
SFA
1220
Souders Financial Advisors
Ohio
$584K +$58.2K +266 +11%
FAM
1221
Fred Alger Management
New York
$584K +$602K +2,748 New
RFS
1222
Richardson Financial Services
Massachusetts
$584K -$25.2K -115 -4%
BCA
1223
Bay Colony Advisors
Massachusetts
$583K +$2.19K +10 +0.4%
ZIG
1224
Zullo Investment Group
Pennsylvania
$583K +$1.09K +5 +0.2%
GD
1225
Grandfield & Dodd
New York
$582K +$219 +1 +0%
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