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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1226
Smithfield Trust
Pennsylvania
$508K -$29.3K -140 -5%
MBT
1227
Montecito Bank & Trust
California
$508K -$56.1K -268 -9%
RZH
1228
Relyea Zuckerberg Hanson
Connecticut
$506K -$7.74K -37 -1%
PTC
1229
Private Trust Company
Ohio
$504K +$3.14K +15 +0.5%
APM
1230
a16z Perennial Management
California
$503K -$15.7K -75 -3%
FPL
1231
Fortress Private Ledger
North Carolina
$503K -$603K -2,882 -51%
FP
1232
Factorial Partners
New York
$503K -$41.8K -200 -7%
LS
1233
Leelyn Smith
Illinois
$501K +$339K +1,622 +144%
CSA
1234
Cornerstone Select Advisors
Missouri
$501K +$89.5K +428 +18%
GD
1235
Grandfield & Dodd
New York
$500K -$1.67K -8 -0.3%
HSA
1236
HBK Sorce Advisory
Pennsylvania
$497K -$7.74K -37 -1%
EP
1237
Edgestream Partners
New Jersey
$497K -$617K -2,948 -52%
VCP
1238
Vista Capital Partners
Oregon
$493K +$3.97K +19 +0.7%
OFS
1239
OneAscent Financial Services
Alabama
$492K -$22.2K -106 -4%
IC
1240
Inscription Capital
Texas
$492K +$175K +839 +45%
TPI
1241
Trust Point Inc
Wisconsin
$492K +$104K +498 +23%
PG
1242
Prostatis Group
Maryland
$491K +$168K +801 +42%
AWM
1243
Angeles Wealth Management
California
$488K +$8.58K +41 +2%
KIA
1244
KCM Investment Advisors
California
$481K +$3.14K +15 +0.6%
JWA
1245
JFS Wealth Advisors
Pennsylvania
$479K -$7.32K -35 -1%
BAM
1246
Belpointe Asset Management
Nevada
$477K -$320K -1,530 -37%
PA
1247
Promethium Advisors
Maryland
$475K – – –
SCM
1248
Stevens Capital Management
Pennsylvania
$475K -$885K -4,229 -62%
TWA
1249
TCI Wealth Advisors
Arizona
$472K -$51K -244 -9%
TWM
1250
TriaGen Wealth Management
California
$470K -$16.1K -77 -3%
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