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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
1226
Householder Group Estate & Retirement Specialist
Arizona
$28K -$8.48K -49 -23%
OP
1227
ORG Partners
Indiana
$27.4K +$18.2K +105 +219%
KBFS
1228
Kohmann Bosshard Financial Services
Ohio
$27.3K +$26.5K +153 New
PPA
1229
Painted Porch Advisors
California
$27.3K +$26.5K +153 New
BL
1230
BFSG LLC
California
$26.7K +$26K +150 New
WOC
1231
West Oak Capital
California
$26.7K – – –
SN
1232
Sittner & Nelson
Oregon
$25K +$2.08K +12 +9%
SIS
1233
Sound Income Strategies
Florida
$24.6K +$1.21K +7 +5%
S
1234
Sachetta
Massachusetts
$24.4K +$2.25K +13 +10%
HWA
1235
HHM Wealth Advisors
Tennessee
$24.1K +$1.73K +10 +8%
ZB
1236
Zions Bancorporation
Utah
$23.7K – – –
FCMT
1237
Founders Capital Management (Texas)
Texas
$23.5K – – –
JWA
1238
JFS Wealth Advisors
Pennsylvania
$22.6K – – –
M
1239
MOTCO
Texas
$21.2K -$198K -1,145 -91%
FFO
1240
Fortitude Family Office
Arizona
$21.2K +$1.04K +6 +5%
TWD
1241
True Wealth Design
Ohio
$20.7K +$1.21K +7 +6%
SC
1242
Stephens Consulting
Michigan
$20.6K – – –
PCFFS
1243
Pacific Center for Financial Services
California
$19.8K – – –
LB
1244
Legacy Bridge
Iowa
$19.6K – – –
T
1245
Transce3nd
Texas
$19.4K +$18.9K +109 New
BIA
1246
Bell Investment Advisors
California
$19.1K -$1.9K -11 -9%
FLP
1247
Financial Life Planners
Arizona
$18.4K +$17.8K +103 New
KSWA
1248
Kathleen S. Wright Associates
Pennsylvania
$18.2K – – –
APW
1249
Acima Private Wealth
Virginia
$17.8K – – –
LCM
1250
Logan Capital Management
Pennsylvania
$17.8K – – –
48 49
50
51 52