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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1251
JFS Wealth Advisors
Pennsylvania
$523K -$3.25K -17 -0.6%
BWP
1252
BSW Wealth Partners
Colorado
$522K -$38.5K -201 -7%
MFS
1253
Miller Financial Services
Michigan
$519K +$495K +2,587 New
IF
1254
Integrity Financial
Wyoming
$517K – – –
DE
1255
Defiance ETFs
New York
$516K +$82.6K +432 +21%
TWM
1256
TriaGen Wealth Management
California
$515K -$2.1K -11 -0.4%
TTWM
1257
TCV Trust & Wealth Management
Virginia
$515K -$62.2K -325 -11%
THCM
1258
Taylor Hoffman Capital Management
Virginia
$512K – – –
BMO
1259
Beck Mack & Oliver
New York
$511K – – –
6F
1260
626 Financial
Michigan
$511K – – –
ACA
1261
Atlas Capital Advisors
Wyoming
$508K -$73.3K -383 -13%
GHA
1262
Good Harbor Advisors
Massachusetts
$508K +$2.68K +14 +0.6%
BM
1263
Berman McAleer
Maryland
$507K +$11.5K +60 +2%
SCS
1264
Sound Capital Solutions
Florida
$507K +$484K +2,529 New
FNFDCM
1265
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$505K +$3.44K +18 +0.7%
WI
1266
Wedgewood Investors
Pennsylvania
$504K – – –
SFC
1267
SYM Financial Corp
Indiana
$504K +$102K +531 +27%
DE
1268
Diversified Enterprises
Delaware
$503K -$566K -2,957 -54%
WCP
1269
Wick Capital Partners
Pennsylvania
$503K +$479K +2,506 New
GSB
1270
Greenfield Savings Bank
Massachusetts
$497K – – –
OFS
1271
OneAscent Financial Services
Alabama
$494K -$45K -235 -9%
AA
1272
Alta Advisers
United Kingdom
$493K – – –
BPW
1273
Bingham Private Wealth
California
$492K -$191 -1 -0%
SIM
1274
Stratos Investment Management
Ohio
$491K -$2.68K -14 -0.6%
VA
1275
Valmark Advisers
Ohio
$489K +$28.3K +148 +6%
49 50
51
52 53