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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1226
Turtle Creek Wealth Advisors
Texas
$486K +$426K +2,285 New
BAM
1227
Berkshire Asset Management
Pennsylvania
$486K +$426K +2,283 New
HSA
1228
HBK Sorce Advisory
Pennsylvania
$485K +$426K +2,281 New
QFA
1229
Quantum Financial Advisors
California
$482K +$423K +2,267 New
BFA
1230
Bragg Financial Advisors
North Carolina
$478K +$419K +2,248 New
SAI
1231
Savvy Advisors Inc
New York
$478K +$195K +1,046 +87%
SFO
1232
Stokes Family Office
Louisiana
$477K +$46.3K +248 +12%
NGA
1233
Naples Global Advisors
Florida
$476K +$59.9K +321 +17%
RTC
1234
Riverview Trust Company
Washington
$474K -$57.1K -306 -12%
PMG
1235
ProVise Management Group
Florida
$474K +$30.8K +165 +8%
SGK
1236
Steigerwald Gordon & Koch
Virginia
$473K +$22.4K +120 +6%
ISWM
1237
Independent Solutions Wealth Management
New York
$473K +$414K +2,221 New
V
1238
ViaWealth
Kansas
$470K +$10.3K +55 +3%
ST
1239
Smithfield Trust
Pennsylvania
$469K +$161K +865 +65%
AAS
1240
Ameritas Advisory Services
Nebraska
$469K +$153K +821 +59%
CFO
1241
CVA Family Office
Colorado
$468K +$141K +753 +52%
FWTB
1242
First Western Trust Bank
Colorado
$467K +$409K +2,193 New
AIA
1243
AssuredPartners Investment Advisors
Florida
$466K +$409K +2,191 New
MYAM
1244
Meiji Yasuda Asset Management
Japan
$466K -$733K -3,928 -64%
AFA
1245
AA Financial Advisors
Ohio
$464K +$61.4K +329 +18%
SAI
1246
Systematic Alpha Investments
New Jersey
$464K – – –
BHC
1247
Bowen Hanes & Co
Florida
$463K – – –
RCA
1248
Ranch Capital Advisors
Florida
$463K +$406K +2,174 New
NFC
1249
Northeast Financial Consultants
Connecticut
$462K +$405K +2,170 New
KA
1250
Kearns & Associates
California
$462K – – –
48 49
50
51 52