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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1251
Searle & Co
Connecticut
$525K +$230K +1,200 +85%
MWM
1252
Meridian Wealth Management
Kentucky
$524K +$102K +534 +26%
KIA
1253
KCM Investment Advisors
California
$523K -$4.97K -26 -1%
JWA
1254
JFS Wealth Advisors
Pennsylvania
$523K -$3.25K -17 -0.6%
BWP
1255
BSW Wealth Partners
Colorado
$522K -$38.5K -201 -7%
MFS
1256
Miller Financial Services
Michigan
$519K +$495K +2,587 New
IF
1257
Integrity Financial
Wyoming
$517K – – –
DE
1258
Defiance ETFs
New York
$516K +$82.6K +432 +21%
TWM
1259
TriaGen Wealth Management
California
$515K -$2.1K -11 -0.4%
TTWM
1260
TCV Trust & Wealth Management
Virginia
$515K -$62.2K -325 -11%
THCM
1261
Taylor Hoffman Capital Management
Virginia
$512K – – –
BMO
1262
Beck Mack & Oliver
New York
$511K – – –
6F
1263
626 Financial
Michigan
$511K – – –
ACA
1264
Atlas Capital Advisors
Wyoming
$508K -$73.3K -383 -13%
GHA
1265
Good Harbor Advisors
Massachusetts
$508K +$2.68K +14 +0.6%
BM
1266
Berman McAleer
Maryland
$507K +$11.5K +60 +2%
OF
1267
Optimize Financial
California
$507K -$1.53K -8 -0.3%
SCS
1268
Sound Capital Solutions
Florida
$507K +$484K +2,529 New
FNFDCM
1269
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$505K +$3.44K +18 +0.7%
WI
1270
Wedgewood Investors
Pennsylvania
$504K – – –
SFC
1271
SYM Financial Corp
Indiana
$504K +$102K +531 +27%
DE
1272
Diversified Enterprises
Delaware
$503K -$566K -2,957 -54%
WCP
1273
Wick Capital Partners
Pennsylvania
$503K +$479K +2,506 New
GSB
1274
Greenfield Savings Bank
Massachusetts
$497K – – –
OFS
1275
OneAscent Financial Services
Alabama
$494K -$45K -235 -9%
49 50
51
52 53